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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
  • Client Login
  • 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

Office Location

7136 S Yale Ave, Suite 300
Tulsa, OK 74136

Call, Email or Text

Phone: (405) 509-6068
Email: info@soardfinancial.com
Text:(405) 584-6288
Fax: (405) 509-6028

Hours of Operation

Alternating Tuesday and Thursday afternoons by appointment only

Contact Soard Financial

Schedule a client meeting or first time consultation with us.

Calendly Scheduling

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
  • 928 N York St, Suite 39
    Muskogee, OK 74403
  • 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
    • All written content on this site is for information purposes only. Opinions expressed herein are solely those of Compass Wealth Management 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. Fee-based financial planning and investment advisory services are offered by Compass Wealth Management, a registered investment advisor. Insurance products and services are offered through Gradient Insurance Brokerage, Inc.. The presence of this website 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 Minnesota or where otherwise legally permitted.