Step By Step Financial, LLC

Step By Step Financial, LLC provides personalized investment, tax and wealth management to charitably-inclined and financially-responsible married couples as they prepare for retirement. 

Our Ideal Clients Are:

  • 50+
  • Married
  • Dedicated to giving of their time, talent and treasure to their communities and religious organizations
  • Long-term focused when it comes to investing
  • Committed to living below their means
  • Willing to take responsibility for their actions and choices
  • Comfortable accepting and implementing advice from a financial professional
  • Content with their financial status
  • Quiet and unassuming with their wealth
  • Comfortable using technology and are willing to meet in the office or online, as needed.

Click here to complete a financial assessment to determine your strengths and weaknesses toward building and maintaining wealth. 

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Advisors at this Office

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This Office

121 W Commercial St Broken Arrow, OK 74012-4012 Phone: (918) 806-1030

Primary Office

121 W Commercial St Broken Arrow, OK 74012-4012 Phone: (918) 806-1030