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 and in 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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
It's important to understand how inflation is reported and how it can affect investments.
The federal government requires deceased individuals to file a final income tax return.
Do you have an estate strategy? You should.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
Do you have causes that you want to support with donations? Here are three tips.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What is your plan for health care during retirement?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.