Taxes

• Charitable Giving

Investment

• Investment Management
  Our approach to investment management focuses on helping accumulate, manage, protect and grow wealth to meet your immediate and future needs. We think of a portfolio in terms of its purpose and its relation to the entire estate. The purpose of a particular portfolio may be to fund the purchase of a retirement home, or to provide income during retirement, or to fund a business expense.
• Mutual Funds
  Participate in the market with investments that are diversified and professionally managed. Each fund differs in objective, strategy, risk, volatility, fees and expenses.
• Wealth Management
  Meet our local team of Private Bankers to learn more about how Arvest Private Banking can help you with a comprehensive approach to banking and wealth management. We specialize in serving executives and professional individuals with a commitment to client satisfaction and personal service at the highest level. Our primary focus is to help you reach your financial goals, both personal and professional.

Accounting

• Payroll Services

Planning

• Retirement Planning
• Annuities
  Meet your long-term and retirement goals with insured monthly payments. The three types of annuities are: Fixed, Immediate and Variable.
• Long Term Care
  Protect your financial future and peace of mind with insurance that covers death, disability and/or long-term care.
• Asset Management
  Asset allocation is a method of portfolio construction based on a clear understanding of your monetary and family goals rather than solely focusing on risk across different asset classes.