Investments & Financial Services
Whether you're saving for your children's education, planning for your retirement, or securing your family's financial future; the professionals at WEOKIE Financial Group can help you find strategies to address your long-term financial objectives.
WEOKIE FINANCIAL GROUP!
WEOKIE Financial Group is an alignment through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
CLICK TO READ MORE about LPL Account Access or WATCH THIS VIDEO.
Our financial professionals will collaborate with you to develop a financial plan that aligns with your specific needs, experience, and time horizon.
For more information about LPL Financial, please visit www.lpl.com.
- Insurance Planning.
- Retirement and Investment Planning.
- Education Funding.
- Estate Planning.
- Business Planning.
- Mutual Funds.
- Stocks/Bonds.
- Portfolio Management.
"My husband, Doug, retired in October of 2023. Before he retired, we were trying to diversify our investment to get the max we could and have a great income for his retirement; in doing so, I also needed to figure out if I could retire as well. My previous 401K holders told me with the amount of money in my retirement account, I shouldn't retire until I am at least 64 or 65. The later, the better, according to them - because my money would not go far if I retired early. They offered many options, but none looked very good to me, and I wasn't sure what the best option would be."
In searching for the pot of gold at the end of the rainbow, a friend mentioned that I should go to WEOKIE and talk to a financial fiduciary before making any decisions. So, I called WEOKIE and Kirk laid out a plan for us that was exactly what I dreamed of doing, but I needed to know how to accomplish it.
He explained that I could retire immediately if I wished and could afford to have a very comfortable retirement. My husband and I created accounts and we couldn't be happier! We are so happy and blessed to have met Kirk. We love his expertise and knowledge; he is so easy to reach to discuss our goals and answer all our questions.
My husband retired at the end of October last year, and I can retire anytime I want to. What a wonderful feeling it is to make my own choices, thanks to Kirk and WEOKIE."
— Mai N.
WEOKIE Member
Have Questions?
WEOKIE members are eligible for a no-cost, no-obligation financial consultation.
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Click for FREE Virtual Financial Educational Workshops!
Space is limited, so make your reservations today. Please contact Kirk Darnell, Financial Advisor, at
405-415-9734 or kirk.darnell@lpl.com with any questions about the virtual workshops.
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims-paying ability of the issuing company. Variable annuities are subject to risk and may lose value. Workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. MGA-3216705.1-0820-0922 © TruStage™
Invest for Your Future Today
Invest for your future with WEOKIE Financial Group's new online platform that combines the benefits of a personal financial advisor with sophisticated technology.
Through Guided Wealth Portfolios (GWP), you still get your advisor’s experience and expertise, but with the added convenience and transparency of an automated investing solution through an online platform with 24-7 access to your accounts.
Start investing for your future today!
Disclosures
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