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Our goal is to lead married couples, who are approaching retirement, to financial security by offering a highly personal approach to tax and financial planning.

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Step By Step Financial, LLC
121 West Commercial Street
Broken Arrow, OK 74012

Office : 918-806-1030
Fax : 918-251-6019

Disclaimer | Privacy Policy | Pledge To Clients | Useful Links

Disclaimer

Kevin Jacobs, doing business as Step By Step Financial, LLC, is registered with the State of Oklahoma as a Registered Investment Advisor.

Step By Step Financial, LLC is a fee-only planning firm that provides comprehensive financial planning. This World Wide Web site does not provide investment, legal, accounting, situation specific advice, nor does it constitute an offer to provide such advice to any individual or entity in any state or other jurisdiction.

IRS Circular 230 compliance statement - unless expressly stated otherwise, any tax advice contained in this communication (including any attachments), is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or other matter addressed herein.

Privacy Statement & Legal Terms

Privacy Statement: Step By Step Financial, LLC, is concerned about your right to privacy. When you visit our website, the following data is collected:

The type of browser used
Geographical region the connection is originating from
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This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email/subscribe links will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent.