Financial Planning

Let’s build a strong financial position for your future.

Why work with Ken McConnell?

  • We’re trusted by hundreds of clients.
  • We’ve got decades of experience in financial planning.
  • We’ll create a practical plan for your financial future.
  • We want the best for your family and your future.

Get Your Free

Appointments available starting June 1!

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We Make Financial Planning Easy

In order to tailor a great financial plan for you, we need to talk about the big stuff that matters most.

Begin With the End in Mind

  • Vision: What do you want for your future to look like?
  • Lifestyle: What do you need to invest to live the lifestyle you want to live, for as long as you live?
  • Retirement: Do you want to retire? If so, when?
  • Family: Would you like to leave an inheritance?
  • Philanthropy: Do you have any philanthropic goals?

What Our Clients Are Saying

Fantastic to work with!”

"Ken has been a tremendous help over the years. As a small business owner, it’s invaluable to have Ken’s expertise and availability to answer not just tax related questions but financial questions as a whole. Ken’s fantastic to work with!"

Mollie Collins

"He's excellent. He has a portal that you upload all your taxes to - it makes things very easy. In addition to giving very personal service, he also has technology that makes it an easy user experience for all of us. We've referred him to several people."

Karen Gurley

"Ken's very accessible and easy to work with. I've recommended my own mother, who's been with her CPA for many years, to use Ken because she doesn't even get to see an actual person anymore. I'd highly recommend Ken's services."

John Spillyards

Why Choose Ken McConnell?

Tulsa’s trusted advisor

Affordable Service

We deliver high quality work without the hefty price tag of larger firms.

Personal Touch & Attention

Each of our clients receives close personal and professional attention.

Prompt & Responsive

Get the answers you need quickly to all your financial questions.

No Jargon

We speak in language you can understand. No technical CPA terms.

Experience & Credibility

Join hundreds of clients who rely on us for professional financial services.

Quality Advice

Our primary goal is to help our clients make informed financial decisions.

Our 3-Step Process

Visioning Meeting

We’ll take the time to ask thought-provoking questions about your goals and your future.

Create a Plan

We’ll create a comprehensive financial plan that will set you up to your achieve your vision.

Work the Plan

Once your plan is in place, we’ll check in regularly and help you make adjustments over time.