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Soard Financial
  • About
  • Services
    • Financial Strategies
    • Retirement Planning
    • Income Planning
    • Legacy Planning
    • Insurance Solutions
      • Long-term Care
    • Social Security Maximization
    • Tax Planning
  • Seminars
  • Videos
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  • Contact
    • Edmond, OK
    • Muskogee, OK
    • Tulsa, OK
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  • About
  • Services
    • Financial Strategies
    • Retirement Planning
    • Income Planning
    • Legacy Planning
    • Insurance Solutions
      • Long-term Care
    • Social Security Maximization
    • Tax Planning
  • Seminars
  • Videos
  • Client Login
  • Contact
    • Edmond, OK
    • Muskogee, OK
    • Tulsa, OK

Consultation

Our Services

  • Financial Strategies
  • Retirement Planning
  • Income Planning
  • Legacy Planning
  • Insurance Solutions
  • Long-term Care
  • Social Security Maximization
  • Tax Planning

About Us

%%COMPANY NAME%% is a full service retirement planning company serving %%CITY, STATE%% and surrounding communities.

Our Services

  • Financial Strategies
  • Retirement Planning
  • Income Planning
  • Legacy Planning
  • Insurance Solutions
  • Long-term Care
  • Social Security Maximization
  • Tax Planning

Contact Info

  • Phone:(405) 509-6068 Opens in your application
  • Text:(405) 584-6288
  • Fax:(405) 509-6028
  • Email:info@soardfinancial.com Opens in your application

Our Locations

  • 1907 West 33rd Ste 120
    Edmond, OK 73013
  • 215 State St, Suite 312
    Muskogee, OK 74401
  • 7136 S Yale Ave, Suite 300
    Tulsa, OK 74136
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  • Home
  • About Us
  • Our Services
    • Financial Strategies
    • Legacy Planning
    • Tax Planning
    • Retirement Planning
    • Insurance Solutions
    • Social Security Maximization
    • Long-term Care
    • Income Planning
  • Videos
  • Federal Retirement Benefits Seminars
    • Federal Retirement Benefits Webinar Response Form
  • Locations
    • Muskogee, OK
    • Tulsa, OK
    • Edmond, OK
  • Soard Financial Management, LLC is an Oklahoma registered RIA. CRD# 156392. View our form ADV.

    All written content on this site is for information purposes only. Opinions expressed herein are solely those of Soard Financial Management, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Investment advisory services are offered by Soard Financial Management, LLC a Registered Investment Advisor in the State of Oklahoma. Insurance products and services are offered through Soard Financial Concepts, LLC. Soard Financial Management, LLC and Soard Financial Concepts, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Oklahoma or where otherwise legally permitted. Soard Financial Management, LLC, Soard Financial Concepts, LLC and Don Soard are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to Luson Media. Unauthorized use of the material is prohibited.