Financial Services

Providing sound investing solutions for over 20 years.

Money doesn’t always come with instructions. CUE Financial of Oklahoma has been providing sound investing advice for over 20 years. See below to view our investment services.

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Financial Planning

“Always plan ahead. It wasn’t raining when Noah built the ark.” – Richard C. Cushing

At the heart of every successful venture is careful planning. The same holds true for management of your financial resources. Whether you are just starting out or nearing retirement, the professionals at CUE Financial of Oklahoma can work with you to create a plan that fits your lifestyle and helps you work to achieve your unique goals. Plus, we will consider all aspects of your situation, from investments to insurance, estate, and tax planning. As your needs evolve over time, we can update your plan accordingly. Why wait? Contact us and let’s start talking!

Investment Services

So many choices. So much information. It can be difficult to know where to start or whom to trust with your hard-earned investments.

At CUE Financial of Oklahoma, we put our experience to work for you. Based on your personal investment goals, your tolerance for risk, and your overall financial picture, we provide professional, honest and objective guidance with a personalized investment plan. From IRAs to mutual funds, stocks, bonds, annuities and more, we offer access to a wide variety of investment products and services.

Retirement Services

“You are never too old to set another goal or to dream a new dream.” – C. S. Lewis

At CUE Financial of Oklahoma, we have a “journey” opinion of retirement – that it isn’t simply a date on a calendar, when you can begin sleeping late, play golf as often as you’d like, or travel the world at leisure. It may be those things, but it’s much more. It’s a new path along your journey, and we believe your financial resources should be ready. Whether your retirement is imminent or still only a dream, we will work with you to create your perfect journey, then help keep you on the path.

Insurance

Should we have term life insurance? Whole life? Long-term care? A life insurance trust?

We have the answers to all these questions–and more: “Maybe. Maybe. Maybe. Maybe.”

As with your overall financial plan, your insurance strategy should be customized to meet your family’s needs and personal situation. There is no single right answer that works for everyone. When you meet with your CUE Financial of Oklahoma representative, we will go through your overall situation to recommend an insurance strategy that works for you. Our product offering is broad, with options for every budget and situation. And as with other components of your financial plan, as your insurance needs change over time, we’ll be here to help.

Tax Planning

April 15th. The most dreaded day of the year. We at CUE Financial of Oklahoma can’t make tax day go away. But we can work with you to design an effiicient tax strategy that is compatible with your overall financial goals and strategies. And as your portfolio matures and your life evolves, we will work with you to ensure your tax strategy stays compatible with your goals.

Savings Solutions

At CUE Financial of Oklahoma, we believe investing should be accessible to everyone–from those just starting to save, to those with a sizable portfolio to protect and pass along to another generation. One of the most popular tools we use is savings – from education savings accounts to big event savings accounts, like saving for a home down payment or dream vacation. As part of your financial plan, we will help you establish just the right savings product for your goals–and then celebrate with you when you succeed.