English
English
Español

ACCESS FINANCIAL RESOURCES, INC.

info@afradvice.com

(405) 848-9826

  • Home

  • Services

    • Personal Financial Planning
    • Business Financial Planning
    • Portfolio Design & Management
    • 401(k) Implementation & Education

  • eMoney Login

  • Client Forms

    • 3rd Party Checks
    • Income & Expenses
    • Intake Form

  • 401(k) Info/Forms

    • Enrollment Form
    • 401(k) Acknowlegments
    • Investment Information
    • Loans & Distributions
    • Census Update
    • 401(k) Contribution Upload
    • Participant Disclosure Information

  • Advisors

    • Troy E. Jones, CFP®
    • Bill Atkinson, CFP®, JD
    • Lee Woody, MBA
    • Jeff Ashford, CFP®
    • John Clement, CFP®
    • Beth Lewis, CRPS(r)
    • Sherry Prader

  • Compliance

    • Client Forms
    • Trading Forms
    • IARs/Employees
    • Desktop Procedures

  • Resources

    • APA - Fundamentals Course
    • APA - Focus Course
    • APA - Deferrals, Deadlines, 5530...
    • APA - Participant Loans & Distributions
    • APA - Eligibility
    • ASC - 5500 Web Training

  • Disclosures

  • Terms

  • RIA K - Add'l Terms & Conditions 1/1/22

  • More

    Use tab to navigate through the menu items.
    • googlePlaces

    Recent Posts

    Macro Overview - December 2018

    Macro Overview - December 2018

    Year End Volatility For Equities - Global Equity Market Overview

    Year End Volatility For Equities - Global Equity Market Overview

    Rates Fall In November - Fixed Income Update

    Rates Fall In November - Fixed Income Update

    Archive

    • December 2018
    • July 2018
    • April 2018
    • December 2017
    • November 2017
    • October 2017
    • August 2017
    • July 2017
    • February 2017
    • January 2017

    Tags

    No tags yet.
    Multiple Job Holders Increasing – Labor Market Dynamics

    Multiple Job Holders Increasing – Labor Market Dynamics

    More Americans Working Past 70 Demographics

    More Americans Working Past 70 Demographics

    Website Terms and Disclaimer

    Follow

    Contact

    Address

    info@afradvice.com

    • googlePlaces

    (405) 848-9826

    3621 NW 63rd St A1, Oklahoma City, OK 73116, USA

    (405) 848-1431

    ©2017 by Access Financial Resources Inc. Proudly created with Wix.com

    ADV Narrative and Part 3