First Bank of Owasso

Wealth Management

Investments

Brent Keith
Brent Keith CFP®, ChFC®, CASL®
Wealth Management
Certified Financial Planner


First Financial Services logo

We believe we're different because we take the time to listen. We'll listen to your story, understand your stage in life and your hopes and dreams, and then partner with you in a highly collaborative way to provide financial consulting services to help you pursue your dreams.

Our core principles of integrity, caring, and excellence, are much more than mere words. They guide the way we do business, and are our commitment to you.

What differentiates us from many other financial advisors is the combination of our guiding principles coupled with the power of our network. Through a relationship with LPL Financial, the nation's largest independent broker/dealer as reported by Financial Planning Magazine June 1996-2012 based on total revenue, we are able to leverage substantial resources in helping you with your financial needs.

Investment Advisory Services

As part of LPL Financial, we can provide consultation in equities, bonds, mutual funds, annuities, and insurance. Whether you're just starting out in life, preparing for retirement, or already retired, we'll work with you toward safely navigating through the varying economic cycles.

Wealth Management

Protecting your existing portfolio while continuing to grow your investments is a noteworthy challenge. There are many factors to consider, and we'll help you identify specific risks related to the wealth you have accumulated so that a risk reduction strategy can be created and implemented. Making money is half the battle. Keeping your hard earned money safe and managing it over the long term is a constant challenge. We can help.

Estate Planning

Everyone wants to leave something for their loved ones, but do you have a strategy to reduce your estate taxes so your wealth can pass as freely as possible to the next generation?

Let us work with you to build a plan to pursue your goals, and to set up your heirs for the road ahead. We'll work with you, your family, and other professionals to develop the best possible plan for you.


Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First Bank of Owasso and First Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.

The investment products sold through LPL Financial are not insured First Bank of Owasso deposits and are not FDIC insured. These products are not obligations of First Bank of Owasso and are not endorsed, recommended or guaranteed by First Bank of Owasso or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: OK, AR, CO, LA, NC, NE, TX

 

 
Powered by Intuit