English
English
Español

ACCESS FINANCIAL RESOURCES, INC.

info@afradvice.com

(405) 848-9826

  • googlePlaces

  • 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.

    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.
    Suspicious Tax Return Audit Items

    Suspicious Tax Return Audit Items

    Water Bills On The Rise

    Water Bills On The Rise

    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