Soard Financial

Soard Financial is a financial planning firm that helps families and businesses build retirement, income and legacy strategies. Its work centers on retirement planning, Social Security maximization, tax planning and insurance solutions, including long-term care, with plans designed around each client's mix of assets. The firm works on a fee-based model and takes on a fiduciary responsibility for its clients' plans.

Clients can book a complimentary analysis or a first-time consultation online. The firm also hosts seminars and shares videos on retirement benefit topics. Its Muskogee office is on State Street, with additional offices in Edmond and Tulsa. Insurance products are offered through an affiliated company, and the firm does not provide legal advice, so clients are referred to an attorney for that.