The Road to Retirement Starts Here
We understand that everyone’s road to retirement is unique. We believe that it is our responsibility to use our gifts, our talents and our knowledge to improve the lives of others. Because of this belief, TriStar will help navigate your unique journey.
Learn MoreVisit Our Financial Consultancy for Planning Services in Oklahoma City
Everyone must plan for a solid financial future, including retirement. When searching for financial planning services in Oklahoma City, Tristar Pension Consulting offers financial consultancy to get desired results. You’ll work with expert financial advisors who provide financial consulting services to help you save for the future. Whether you need a financial planner to get your finances in order or a financial consulting firm to prepare for retirement, we recommend scheduling an appointment with a financial planner today!
Tristar Pension Consulting is a Financial Planner & Advisory Firm Serving Oklahoma City
Are you looking for a financial consulting firm in Oklahoma City? Tristar Pension Consulting is the best financial consultancy in the area, providing reliable financial advice to help individuals secure their financial future. People often ask, “Is there a difference between a financial planner and a financial advisor?” The answer is simple. A financial advisor covers various experts, including insurance agents, bankers, money managers, and brokers. Financial planners focus specifically on meeting long-term financial goals.
Contact Tristar Pensions Consulting for any financial planning services you need.
For the Benefit of Everyone
What Our Clients Are Saying
“We feel very fortunate that we have found such an upstanding company and look forward to working with them for years to come.”
"I want to thank everyone for your support, especially Shannon from Tristar, she was with me through the whole process. My appreciation for Tristar as our compliance “warrior” has continued to grow. THANK YOU for the great work you have done."
"Thank you for all of your hard work and dedication to your clients. I am looking forward to a prosperous relationship with TriStar."
"You are the best. Thanks so much for the quick response!"
We’ll take you down a road that maximizes benefits, reduces plan costs, and maintains the direction of the business.
Clients served range in size from 1 participant to 5,000
Our oldest clients have been with us since 1994
20+ Years in business
Articles
More Late Adoption Lessons
Here are some additional best practices and lessons we've learned about the SECURE Act's late plan adoption provisions.
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What's Your Lane?
TPA's and advisors need to know their 'lanes' - and just as importantly, both need to stay in their lanes. Here's the latest on the joint ASPPA/NAPA 'bridge builders' groups's efforts.
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Superhighway Robbery
This column discusses the importance of protecting all the valuable data a TPA firm is entrusted with regarding people’s retirement savings.
Read MoreReady to find out more?
The TriStar team is ready to help you begin your journey on the road to retirement. We will help you navigate the route for a smooth ride to and through retirement.