An ounce of prevention...

ConOak Partners is a Tulsa-based consulting group which specializes in estate planning, succession planning, and long-term financial planning with particular expertise in using life insurance to fulfill the goals of all these plans. 
  

Our company draws upon some of the brightest minds in the insurance, legal, and accounting fields to create customized, holistic solutions to a variety of problems facing high net worth individuals, families, and their business holdings.  Read More