Tools

There are many things to look for along the path to retirement. Like any path, there can be twists and turns. Inevitably, there will be unexpected events along the way. Life is like that. With a professional financial advisor like CERTIFIED FINANCIAL PLANNER™ professionals at Retirement Investment Advisors by your side, you will have the support you need to make those decisions and allow for those changes. Being properly advised about the services we offer and the numbers needed for financial planning is important. We want to help you every step of the way.

ADV Download

A complete copy of the Firm's current Form ADV, filed with the Securities & Exchange Commission under the Investment Act of 1940, is available to download at no charge. Please complete the following information to instantly access the ADV. 



Key Financial Data Card

The Key Financial Data Card provides many of the numbers investors need for services concerning Social Security, taxes, health savings, Medicare, retirement, college planning, and more. Please call our office at 405-842-3443 if you have questions regarding any of this information.

Download Data Card