Ready to talk retirement? We're here to listen and help you on the path.
Let's sit down and make a plan
We believe it’s never too early or too late to get started. Whether you’re building from scratch, looking for a second opinion or just a few years out from your retirement date and want to make sure you’ll be ready, we’re here to help you think it through. It all starts with a friendly conversation and complementary plan.
Our accounts
and services
Since 1986, TFCU Financial Advisors has worked hand-in-hand with clients to help set goals and make investment, insurance and retirement plans. From distribution strategies regarding your work retirement account, planning for your children’s college education, getting a second opinion on your insurance coverage, or analyzing your current investment portfolio, let’s grab a cup of coffee and work the plan together.
Aligned with
Raymond James
Not only do our clients benefit from the decades of expertise from our Oklahoma-based financial advisor team, but you’re able to access a wide array of accounts, investments, educational resources and technologies of Raymond James – one of the largest independent financial services firms in our industry. We believe their long-term track record of stability and growth gives our clients extra confidence.
Making an
appointment
Ready to talk? We’re here to listen. And don’t worry, you don’t need to have it all figured out to talk with us about retirement planning. We’re here to meet you where you’re at (literally). You can visit us at our office in Midwest City, meet us at one of Tinker Federal Credit Union’s 30+ branches (whether you’re a TFCU member or not), or even a local coffee shop. Just give us a call or email us to get started.
TFCU Financial Advisors: Meet our team
Advising families & individuals
We’re here to help you plan for retirement and think about the needs of your loved ones.
Helping prepare pre-retirees
Our advisors can help you start now as you build your financial independence to enjoy a longer, better life.
Here for women investors
We understand the challenges women face and how to help.
Join us to learn more.
Our knowledgeable advisors are here to educate you.
Retirement Planning
If you are retiring soon, down the road or already in retirement our friendly advisors are here to help you.
The TFCU Financial Advisors' Team
Learn about TFCU Financial Advisors
The Best Fit.
Are you researching which financial planning team you want to work with? Good Idea. Read these helpful tips when interviewing a financial advisor.
Ready to Crunch Numbers?
Check out these handy calculators. When you are ready to talk we are here to help. Let's get together and make your plan.
These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.
Ron Hargis, CFP®, CLU®, ChFC®
Insurance & Investment Representative, RJFS
Dustin Hellams
Financial Advisor and Insurance Representative, RJFS/**Investment Management Consultant
Michael Moy
Financial Advisor, RJFS/**Investment Management Consultant
Renee' Holloway-Wright
Client Service Specialist, RJFS
