Log In Investing and Insurance Financial Planning Financial Planning Take the first step toward using money more effectively in your life. Let's Talk 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. While financial situations vary from the simple to complex and goals are as unique and individual as you are; our commitment to helping you make sense of your money is unwavering. Full Spectrum Approach We begin by listening to your unique situation and goals. Whatever your needs — from how to set aside money for retirement, to reducing unnecessary expenses to helping you reach your financial goals — our financial advisors can help you see the big picture. Start Your Plan for Financial Success Most people want to get more out of their lives. They want to spend time doing things they are interested in and focus on those areas of their lives that deliver the most satisfaction — personally and professionally. A sound financial plan can help make this possible. And our financial advisors can help. Find the Solution That's Right for You We can tailor the level of financial planning advice and guidance we provide based not only on the complexity of your financial situation, but also on your desire for long-term plan maintenance and fees. Personal Finance Resources At BOK Financial, we are with you on every step of your financial journey. Here are some tips and tricks that might help you along the way. Browse Library Contact Us To learn more, contact an advisor today. 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. Securities, insurance and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and a subsidiary of BOK Financial Corporation. Services may be offered under our trade name, BOK Financial Advisors. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE Insurance policies and/or associated riders and features may not be available in all states, and policy terms and conditions may vary by state. Guarantees associated with an insurance policy, such as the life insurance benefit, are based on the claims paying ability of the issuing company, not BOK Financial Advisors, and do not apply to the investment performance or safety of the underlying investment options. Insurance services offered in California and New York under BOSC Insurance Services. Risk, Affiliation, Offering Entity Disclosure