WELCOME TO FORGE FINANCIAL
Empowering you through the heart of a teacher.
Oklahoma’s longest tenured Dave Ramsey SmartVestor Pro!
OUR MISSION
Our mission is to educate and empower our clients, guiding them in building lasting wealth through long-term investment strategies.
WHO WE ARE
Faith-Focused.
Driven by Values.
At Forge, we are driven by our values. Our team focuses on investing and financial planning for retirement using faith-based principles.
Our Advisors believe forming a personal relationship is vital in helping our clients make wise financial decisions about their futures.
WHY FORGE FINANCIAL?
Our Approach
01
Understand Investing
We value education and want you to feel knowledgeable and confident about your investments.
02
Establish Goals
We’re focused on you. Let’s develop a plan and establish goals together, with your financial future in mind.
03
Retire On Your Terms
We want to help you be successful and retire with dignity.
You deserve to feel confident about how your money can work for you.
Forge Financial has been working with Dave Ramsey for over 20 years. We have the longest standing relationship with Dave in the state of Oklahoma and the 2nd longest in the country. Dave’s Baby Steps are a part of our DNA and ingrained into every part of our business.
When you choose Forge Financial as your SmartVestor Pro, you get a team of professionals committed to educating, empowering, and helping you reach your investment goals.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Forge Financial or LPL Financial.
SMARTVESTOR PRO CERTIFIED
WHAT WE DO
We Help Families Become Better Financial Stewards
Investment Planning
We walk alongside as you proactively plan for the future with comprehensive investment strategies, allowing you to rest assured that your investments are professionally managed.
Relationship Management
We believe support is important. Whether you are in need of tax advice, insurance planning, or estate planning; we can connect you with other local professionals.
Retirement Planning
With our comprehensive retirement management strategies, we take a holistic view of your financial goals, considering not only your assets but also your beliefs and principles.
Insurance Planning
We evaluate and manage risks associated with potential losses and take the appropriate measures to mitigate those risks by selecting suitable insurance policies.
SCHEDULE A MEETING
We’re Here to Help.
We welcome the opportunity to meet you and introduce you to our team of advisors. Contact us today to schedule an appointment and start your journey to financial freedom.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck Securities Investor Protection Corporation SIPC.