Financial Planning Resources

Financial Planning Resources Building stronger financial futures since 1981. At Financial Planning Resources, we’re dedicated to guiding our clients through every season of life.

Unfortunately, most Americans spend more time planning their vacation than they do planning for their financial security. It takes a lifetime to accumulate assets. And hope is not a strategy. We have a knowledgeable and experienced team of professionals that may help you develop a strategy that works. Our services include advice and help with your most critical needs. We have strategies designed t

o work in today's economy. Here are a few of the services we offer:

--Assessing the damage of stock market declines to your retirement plans.
--Developing a customized "Recovery Plan."
--Applying our Six Step Wealth Planning process to your specific situation, and...

Getting your "Financial House" in order. This entails:

--Understanding your dreams and goals and developing a retirement plan to work toward them
--Avoiding overpaying your income and estate taxes
--Managing the financial risks associated with illness, death, or a lawsuit
--Matching your risk-tolerance level to your investments. In other words, are you focusing on growth or protection?
--Implement an estate plan that addresses your financial independence needs, as well as your children's needs and generosity towards your church and charities.

Stocks rose over the shortened trading week as investors digested developments in the Middle East while the Fed held sho...
06/22/2026

Stocks rose over the shortened trading week as investors digested developments in the Middle East while the Fed held short-term rates steady. The Standard & Poor’s 500 Index rose 0.93 percent through Thursday’s close, while the Nasdaq...

There's a version of your father you didn't know. The one who existed before you came along. Before the responsibility. ...
06/21/2026

There's a version of your father you didn't know. The one who existed before you came along. Before the responsibility. Before the sacrifices, you may not have fully understood until you were older.

Most of us only piece that together with time.

What fathers leave behind isn't just memories. It's a way of moving through the world.

A standard.

A sense of what it looks like to take care of the people who depend on you.

That's worth honoring. 👔

Happy Father's Day weekend to every father and father figure out there.

Our partner and president, Phillip Bell, recently presented a topic at iCapital Engage, held at Morgan Stanley’s world h...
06/18/2026

Our partner and president, Phillip Bell, recently presented a topic at iCapital Engage, held at Morgan Stanley’s world headquarters in New York. The event brought together leading financial advisors and industry experts for conversations on the future of the industry.

Phillip spoke on a panel discussion on structured products and their role in helping clients work toward their financial goals, an area where his insight and experience continue to make a meaningful impact.

We’re proud to see FPR represented on a stage of this caliber and to experience Phillip’s leadership in both the industry and the financial wellbeing of our clients.

Learn more at f-p-r.com.

Most people assume that a spouse's unused estate tax exemption passes to the surviving spouse automatically.It doesn't.C...
06/17/2026

Most people assume that a spouse's unused estate tax exemption passes to the surviving spouse automatically.

It doesn't.

Claiming it REQUIRES A FILING WITH THE IRS within 9 months of a spouse's death.

The IRS doesn't send a reminder. The deadline just passes.

A six-month extension is available, bringing the total window to 15 months. But the clock starts the day your spouse dies, not the day you think to ask about it.

This is exactly the kind of detail that gets lost in the fog of grief and estate administration.

It's also exactly the kind of thing we watch for on behalf of the families we work with. We also help families by working with their tax, legal, and accounting professionals to make certain that paperwork is completed in a timely manner.

Stocks moved higher last week as inflation jitters gave way to investor enthusiasm over Middle East diplomatic efforts a...
06/15/2026

Stocks moved higher last week as inflation jitters gave way to investor enthusiasm over Middle East diplomatic efforts and the largest-ever initial public offering (IPO). The Standard & Poor’s 500 Index rose 0.65 percent, while the...

Father's Day is at the end of this week. Before the dinner and the gifts, there's something worth talking about.Most men...
06/15/2026

Father's Day is at the end of this week. Before the dinner and the gifts, there's something worth talking about.

Most men will show up for everyone around them without being asked. But when it comes to their own health, the appointments get pushed off longer than they should. 💚

The CDC reports that women are 33 percent more likely than men to visit the doctor and twice as likely to seek preventive care.

If there is a man in your life worth celebrating on Sunday, ask when he last had a checkup.

That conversation might matter more than any gift.

Most people know June 14 as Flag Day. Fewer know why.In 1777, the Second Continental Congress passed the Flag Resolution...
06/14/2026

Most people know June 14 as Flag Day. Fewer know why.

In 1777, the Second Continental Congress passed the Flag Resolution, officially establishing the Stars and Stripes as the flag of the United States.

13 stars. 13 stripes. One for each of the original colonies.

It took another 172 years before Flag Day became an official national observance.

Happy Flag Day.

True or false: Setting up a trust means your estate will avoid probate.False. And it's one of the most common estate mis...
06/11/2026

True or false: Setting up a trust means your estate will avoid probate.

False. And it's one of the most common estate misunderstandings wealth strategists see. ⚖️

A trust doesn't protect anything the day you sign it. It has to be set up, meaning your assets need to be physically transferred into it:

▪️ Real estate titling may need to be addressed.

▪️ Bank and investment accounts need to be retitled in the name of the trust.

▪️ Insurance policies may need to be updated if the trust will be involved.

Overlooking these steps leaves the trust as an empty legal container.

Your estate may still go through probate. Creditors may still have access. The protections you prepared for may not apply.

The paperwork gets done, life moves on, so don’t let the trust get lost in the shuffle.

It happens more than most people realize. 📋

It's worth a conversation to make sure what you've built is actually doing what you intended. A trust involves a complex set of tax rules and regulations. Before moving forward, consider working with a professional who can guide you through the trust activation process.

What would you do with a windfall?A business sale. An inheritance. A bonus that lands bigger than expected.Most people a...
06/10/2026

What would you do with a windfall?

A business sale. An inheritance. A bonus that lands bigger than expected.

Most people assume they'd handle it well.

But sudden money follows patterns. And the patterns aren't always flattering.

Psychologists call it sudden wealth syndrome: the anxiety, decision paralysis, and relationship pressure that arrive alongside a large sum. It shows up whether the windfall was a complete surprise or something you spent years building toward.

The 5 most common mistakes we see:

⏳ Upgrading your lifestyle before a strategy exists

🤝 Giving to family under emotional pressure

📊 Attempting to make decisions without professional guidance

⚖️ Freezing and making no decisions at all

📋 Missing the critical deadlines in year one

All five can be managed, but only if you get ahead of the emotions before the decisions start piling up.

The most important thing you can do in the first 90 days? Maybe nothing.

Tell very few people. Then consider building a team of professionals who can offer insights and guidance.

There is rarely a cost to waiting. There is frequently a cost to moving too quickly.

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2250 E 73rd Street Ste 650
Tulsa, OK
74136

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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