Welcome to Vineyard Financial Group
Gain from an independent perspective
Vineyard Financial Group is an independently owned financial consulting firm serving the greater Tulsa area since 1996. With over 50 years of combined experience, the advisors at Vineyard Financial Group bring a wealth of experience and dedicated personalized service to their clients. Vineyard Financial Group maintains an office in Broken Arrow, Oklahoma. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, Vineyard Financial Group has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Retirees traveling abroad need to know that their health insurance travels with them.
Why have the markets been so volatile recently?
Five strategies for managing your student debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Do you have causes that you want to support with donations? Here are three tips.
There’s an alarming difference between perception and reality for current and future retirees.
What are your options for investing in emerging markets?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.