While developing and refining our long-term investment strategy as retirees, we have depended on Brian for his expert advice on what pathways are in our best interests. He has delivered the guidance we have needed so superbly. His knowledge, and patience in explaining matters, give us great confidence in the steps we have taken. Moreover, in every conversation with Brian, he has shown keen interest in our well being, financial and otherwise. He makes clients like us feel as if we are part of the Oath family.									

										After working with Oath Law to create estate planning we agreed to meet with Michael to review our investments. We didn’t plan to change anything but were interested in his ideas. When we realized we could radically simplify our accounts by bringing them into Altruist Financials under the management of Michael and Alex we felt relief! We understand much better what is going on with our investments, they took care of moving things into our new trust, and they continue to meet with us anytime we need help with anything involving our funds. They listen and explain clearly. They are always patient. We are free of the sneaky hidden fees from our former investment programs, and our funds are doing very well. We couldn’t be more pleased.									

										I have been working with Brian for the past year planning my long term retirement strategy and in developing an overall investment plan to meet my retirement financial goals. Brian has been an excellent guide in helping me to define the investment goals and strategies that will maximize my earnings potential over the next 30 years and I have found him to be both knowledgeable and diligent in helping me to realize my plan. He has been instructive and patient in helping me understand the investment options available to me and has stayed in contact with me on a regular basis, checking in and answering any questions that I may have. As a result, I have developed great trust and confidence in Brian and feel extremely fortunate to be working with such a capable and competent financial adviser.									

										Brian checks in every few months to update us on our progress. Always has good advice to help us have a secure retirement.									

										It has been a little over a year now that I have worked with Brian and his team at Oath Financial. Even though my money was working hard, we developed strategies that resulted in greater saving and the money working even harder than it had in the past. Incorporating my Financial Plan into my Estate Plan was one of my better moves giving me greater peace of mind									

										I started working with Brian two (2) years ago, and as a relatively new client, I must say he is the most kind, knowledgeable, professional & trust worthy financial advisor I have ever worked with! I came to him/Oath Planning during a rocky transitional time of medical disability and early forced retirement, and needed a resource to help guide me through the next financial stage of my life. He worked very close with me to review my current assets and understand what my goals were for my remaining years on this earth. The his knowledge, in addition to the various tools used, projections, etc., tremendously helped me understand how stable my retirement years may be. He has done a phenomenal job in monitoring and managing my accounts, and alerting me of certain situations proactively so we can address them accordingly. I have been EXTREMELY pleased with the efforts (and results!) Brian has provided. I can now easily breathe a huge sigh of relief (and gratitude!) that my retirement years are becoming the reality I have always envisioned. Thank you Brian for everything you do!									

										Oath Planning has provided careful guidance and services to protect my family 's investments and help us plan for the future. The Tulsa team is so responsive. I couldn't recommend them more!									

										I have had a great experience with Oath. The staff is very knowledgeable and always accommodating to my needs.									

										We love Oath! Alec is our point of contact. I love how we are always able to reach out to the same person. He knows us, we chat, and he checks up on us regularly. Something we truly appreciate. Oath handles our estate planning and investments smoothly and professionally. This is by far the best firm we have worked with.									

										They are always responsive and helpful. They helped us set up an irrevocable trust about 6 years ago and we moved our 401K and 403B for them to manage with Fidelity. We are pleased with the results.									

										Super satisfied with Alec and how often he is checking up. Super grateful that I found this company to get me a head start.									

										I have had a fantastic experience working with Michael. He makes it very easy to contact him and is very professional and friendly. He’s always there to answer any questions that I have.									

										Very positive.  All questions answered.									

										Always promt and courteous. Service. I’m very satisfied with this firm.									

										Individualized and personalized care by entire team.  We highly recommend Oath Planning!

Joani									

										My husband and I started our trust with OATH. Years later, as a widow, I have found them to be helpful and able to quickly getting money released when I need it.									

										They have done wonders with my portfolio. The best move I could have ever made!									

										Oath Law has been super involved in our estate planning and financial management.I get quick responses when I call and feel like they really care about our well being.									

										My wife and I have been with Oath for several years. They have managed our financial assets as if they were their own. We are totally satisfied with their advice based on what we initially discussed with them as to our long-term goals. We do not believe anyone could do better. Highly recommend them!									

										Oath Planning has been a great group!  They are knowledgeable and quite helpful. I have been pleased with the returns on my investments andcwith their willingness and ability to answer questions and duscuss and explain strategies.									

										They all are very knowledgeable and courteous. Helpful with anything that I need.									

										It has been a great experience working with Oath Law. They treat you like a friend and take time to know you. We have the comfort and peace of mind knowing they are looking out for us and watching our investments for our benefit. We are retired and the confidence knowing our money is in good hands takes a lot of stress off our minds. Thanks Michael and everyone at the Tulsa office.									

										I utilized Oath Planning for my Family Trust and my investments.  The Trust was not difficult because they are highly organized and answered all questions.

The Fidelity Investments are expertly managed, and my money is moved to maximize growth.  Looking to transfer moey from employer 401K into Oath management rather that the single Fidelity fund.									

										Oath Planning keeps in touch and let me know what's going on with my accounts which are doing well under their watch.  Estate planning was also an easy process with their team.									

										I work with Alec ...he and the Oath group are always there to ensure goals are being met and I understand what is happening. !