Take control of your
financial future
Intelligent strategies and dedicated Tulsa-based advisors helping Oklahoma families and business owners make confident, tax-advantaged financial decisions.
$250M+ Wealth Strategies
0%
0+
TRUSTED OKLAHOMA INDEPENDENT PRACTICE · GUARANTEED TRANSPARENCY
Protection First
Income and family coverage established before placing a single dollar in speculative markets.
Independent Practice
We are an independent Tulsa practice. That means zero proprietary product quotas and zero corporate pressure — only objective strategies matched to your exact numbers, your family priorities, and your timeline.
OUR TEAM
Tulsa Practice Office
Every protection policy and wealth strategy we build comes with plain-English written options and full transparency before you sign anything.
Custom Blueprint
Strategies designed to simplify your life
Every service below is built to work harmoniously with the others — never sold as isolated financial products.
Protection First
Income and family coverage established before placing a single dollar in speculative markets.
College Funding
Flexible Kids' IUL strategies that build tax-free cash for college or career without FAFSA penalties.
Retirement Paycheck
Guaranteed monthly income streams engineered to last 30+ years regardless of market downturns.
Simple, fast, and secure planning
Discovery Call
A relaxed 20-minute conversation to explore your immediate concerns, goals, and timeline.
Full Strategy Audit
We model income streams, protection gaps, tax liabilities, and carrier rates against your plan.
Custom Blueprint
You receive 2 or 3 clear options with written costs, growth projections, and tradeoffs.
Meet Our Experts
Luis Heredia
COMPANY CEO
Alma Cantarero
EXECUTIVE VICE CHAIRMAN
John Tamez
FIXED INDEXED ANNUITY EXPERT
Alejandra Heredia
FINANCIAL SERVICES PROFESSIONAL
Jax Heredia
FINANCIAL SERVICES PROFESSIONAL
Gia Heredia
FINANCIAL SERVICES PROFESSIONAL
Ready to protect your income & build real wealth?
Schedule a 20-minute discovery call with our independent Tulsa strategists. We'll audit your current coverage and present tailored options in plain English.
Principles That Guide Every Plan We Build
Protection First
Income and family coverage established before placing a single dollar in speculative markets.
Custom Blueprint
You receive 2 or 3 clear options with written costs, growth projections, and tradeoffs.
Wealth Building
Systematic upside growth linked to market indices with 0% downside floor loss protections.
Execution & Audits
We handle carrier paperwork seamlessly, followed by annual reviews as your life evolves.
Questions About Working With Us
Visit Us in South Tulsa
Located in South Tulsa, Oklahoma. We meet clients by appointment at our office or via secure video consultation.
7116 S. Mingo Rd., Suite 101
Tulsa, OK 74133
Schedule Consultation
Schedule a 20-minute discovery call with our independent Tulsa strategists. We'll audit your current coverage and present tailored options in plain English.