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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Here’s a guide to explain all the parts of Medicare.
A few strategies that may help you prepare for the cost of higher education.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The uncertainties we face in retirement can erode our sense of confidence.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like old receipts in a junk drawer.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.