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Home > Financial Planner Directory > Oklahoma > Ponca City > William S. Bivin, CFP®

William S. Bivin, CFP®

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Bivin & Associates Inc

412 South 14th St

PO Box 510

Ponca City, OK 74601

Phone: (580) 762-1121

Fax: (580) 718-0626

Toll-free: (800) 352-3890

Saved in Saved Planners

Household Income Minimum: $50,000
Investable Asset Minimum: $250,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Charitable & Planned Giving
Annuities
Asset Allocation
Estate Planning
Investment Management
Getting Divorced
Employee Benefits
Limited Partnerships
Mutual Funds
Irregular Income
Real Estate
Job Loss
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Tangible Assets
Succession Planning
Sudden Wealth
Special Needs
Personal Taxes

How Planner Charges

Combination Fee/Commission

Considerations: Retirement, Investment, Tax Reduction and Estate Planning.

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

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