Charles Ray Willis

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Oklahoma City is here for you, serving the areas of Oklahoma City, Tulsa and North Texas. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Peak Financial Corporation is a financial planning and portfolio management firm that prides itself on unparalleled service and performance. We are committed to providing unbiased advice and prudent strategies for investing and building predictable retirement plans. Our financial advisor services are always tailored to your unique needs. We provide estate planning, risk management, cash flow analysis, investment management, retirement planning, and tax planning and management. Our integrated approach allows us to serve you without compromise. We do not work on a fee basis, so you are never inhibited from calling when you need to. We are paid exclusively from our carriers and no fees will ever be paid from your accounts. Our reward is satisfied clients!

Your Guide on the Path to Retirement