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3101 N Hemlock Circle
Suite 130
Broken Arrow, OK 74012
918-488-8588

Vineyard Financial Group

 
It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot

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, with advisors in Pueblo, Colorado, and the Dallas Metro (Frisco) area in Texas. 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.

Helpful Content

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

 

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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