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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 than ever. Our team of financial planning professionals will help you make sound decisions about money to help you reach your life’s goals.

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  • 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.

Part 1: Do you need a financial plan?

Many people question if they need a financial plan. In this video, find out what a financial plan could do for you.

Part 2: What is a financial plan?

There are many common myths and misconceptions about financial planning. Some of the most common are discussed in this video.

Part 3: Unsure where to start?

Unsure where to start when it comes to financial planning? We have you covered with tips on preparing for the financial planning process.

Part 4: What now?

Financial planning isn’t a one-time effort. Once you receive your plan, ongoing reviews will be vital in ensuring your plan evolves as your life changes.

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To learn more, contact an advisor today.

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Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors. Invest­ment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

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.

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material consid­erations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, you are encouraged to consult with a qualified lawyer, accountant, or financial professional.

BOKF, NA is the bank subsidiary of BOK Financial Corporation (BOKF), a financial services holding company (NASDAQ:BOKF). BOKF offers trust and wealth management services through its subsidiaries including BOKF, NA (and its banking divisions Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, and BOK Financial) and investment advisory services through its non-bank subsidiaries Cavanal Hill Investment Management, Inc., and BOK Financial Private Wealth, Inc., each an SEC registered investment adviser, and BOK Financial Securities, Inc., also an SEC registered investment adviser and registered broker/dealer, member FINRA/SIPC (each an “Investment Affiliate”) (collectively, “BOKF”).

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.