Log In Investing and Insurance Planning Planning Experience Financial Confidence Through Planning You’ve worked hard to get where you are today. But what does the future hold? Let our team of financial planners help you achieve the goals that matter most to you and your family. Contact Us Financial Planning To meet your goals in life, you need a plan. And in today’s complex financial world, you may feel that planning for the future is more complicated and difficult than it’s ever been. Our team of financial planning professionals will help you make sound decisions about money that can help you reach your life’s goals. Learn More Business Transition Planning There are alternatives to simply selling your business. Ensure the continuity of your business with the smallest possible tax consequences. Discover the many options you have for transferring your business ownership with minimum financial loss. Learn More Education Planning College is expensive, but with early planning and the right financial partner, you can save what you need. We offer financial products to help make the cost of sending multiple children more affordable. Learn More Ready to Get Started? To learn more about our approach to wealth management, complete this form and we'll contact you. Contact Us About Us Our Story ESG Review Investor Relations Careers Community Locations & Appointments Contact Us Locations Schedule an Appointment Information & Resources Documents and Forms The Statement Financial Calculators Routing Number Online Security Privacy Policy CIP / Beneficial Ownership Notice Bank of Oklahoma® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender . © 2021 BOKF, NA. Zelle® and the Zelle® related marks are wholly owned by Early Warning Services, LLC and are used herein under license. © BOK Financial, a division of BOKF, NA. Member FDIC. Equal Housing Lender. BOK Financial Corporation offers wealth management and trust services through various affiliate companies and non-bank subsidiaries including advisory services offered by BOKF, NA and its subsidiaries BOK Financial Asset Management, Inc. and Cavanal Hill Investment Management, Inc., each an SEC registered investment adviser. BOKF offers additional investment services and products through its subsidiary BOK Financial Securities, Inc., a broker/dealer, member FINRA/SIPC, and an SEC registered investment adviser, which offers advisory services under its trade name BOK Financial Advisors, and BOK Financial Private Wealth, Inc., also an SEC registered investment adviser. SEC registration does not imply a certain level of skill or training. Investments are not insured by the FDIC and are not guaranteed by BOKF, NA or any of its affiliates. All investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE