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Jeffrey B. Yamada, CFP®

MCS Financial Advisors

1701 Windchime Dr
Norman, OK 73071
Phone: (405) 310-0027
Fax: (541) 345-9871

Toll-free: (800) 525-8808

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Household Income Minimum: $0
Investable Asset Minimum: $4,000,000

Specialties
  • Arbitration & Mediation
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Irregular Income
  • Getting Married
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Medical & Health Issues
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: 0.95% on first $2 million, 0.85% on next $3 million, 0.70% on next $5 million, negotiable for balances over $10 million.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.