Get to know my dedicated team
Mission Statement
Empowering individuals, families, and business owners to lead a financially secure lifestyle through financial education and comprehensive planning. Through relationships built on trust, accountability, and a personalized client experience, my team and I will aide clients navigating each milestone and challenge they will face in their lifetime. Our goal is to help you flourish in each season of life.
If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Kyara Smith
M.S., ChFC®
Financial Advisor
As a Financial Strategist based out of Tulsa, Ok, I enjoy working with professionals from all over the United States who recognize the value of a financial plan and desire a life-long relationship. My focus is helping clients in the areas of protecting their families and their income, saving for major life events, building and distributing wealth, and developing a healthier relationship with money