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Planning Your Future

Preserving & Building Your Wealth

Do you spend more time planning a vacation for your family than you do for your retirement?

Let's be realistic here. Planning a vacation is way more enjoyable than planning for your future. Vacations are instant, fun and relaxing. But, most of the time, when it comes to planning a retirement, it's built on uncertainty, fear and confusion. Which, in the end, makes everyone want to avoid planning their future financials.
But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. Let Dave Daugherty and his experienced staff of licensed insurance and financial professionals help you plan a financial future that will make you and your family excited for your upcoming years.

Preserve Wealth Oklahoma from Splash Video & Photography on Vimeo.


Our Company

Preserve Wealth Oklahoma was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry.

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Our Services

At Preserve Wealth Oklahoma, we provide expert assistance in the following areas: Investments, Financial Planning and Insurance

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