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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
At what point can you call a personal vehicle commercial?
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Investors seeking world investments can choose between global and international funds. What's the difference?