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Brent Keith, CFP®, ChFC®, CASL®

First Bank of Owasso

8601 North Garnett
Owasso, OK 74055
Phone: (918) 272-8927

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Household Income Minimum: $100,000
Investable Asset Minimum: $225,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement

 

How Planner Charges

Considerations: Avg Inc: $100,000-$250,000 / Avg Nt Wth: $1,000,000-$5,000,000 / Avg Age: Baby Boomers(49-67)

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