Advisor Consultation

Every conversation starts with educational arithmetic

We review your home equity conversion potential in plain terms, with no credit bureau inquiries or high-pressure follow-up calls.

100%

Complimentary review

Zero

Obligation to proceed

Family

Participation welcomed

Schedule Planning

Arrange a direct discussion

Specify your property details and preferred consultation format. Our licensed specialists are trained solely in retirement asset distribution and HECM guidelines.

Alternative Access

Connect with our advisory desk

Prefer to reach out directly? Our Tulsa-based specialists and regional offices are available during standard business hours.

Telephone Desk
Written Inquiry
Family Planning

Call an advisor

Mail correspondence

Joint consultations

Speak directly with a licensed retirement specialist at 1-800-409-7053, Monday through Friday, 8:00 AM to 6:00 PM CST.

Send documents or written appointment requests to our central office at 8909 South Yale Avenue, Tulsa, OK 74137.

We routinely arrange virtual or in-person review sessions incorporating adult children and estate planning counsel.