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Security Investment & Retirement Services

We want to help you pursue your financial goals in all stages of your life.

Through our relationship with LPL Financial, one of the leading financial services companies in the nation, we provide access to an experienced Wealth Advisor that will help you work toward preserving and growing your wealth so you can plan for your retirement, build your business or invest your money so you can enjoy life the way you choose.

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  • Retirement Planning – helping to maximize your employer plan through review of current circumstance and anticipated needs and income.
  • Tax Management* – helping to select what to invest in specific tax structures to maximize current tax policies that impact how much is available for spending.
  • Estate Planning*– reviewing your desired estate plans, collaborating with other tax and legal professionals to ensure that your wishes are documented and carried out at the appropriate time.
  • Investment Selection – periodically reviewing risk tolerance and selecting investments that help you work toward achieving your established goals while seeking to minimize risk.
  • Education Funding – helping your loved ones prepare for educational expenses.
  • Risk Management – selecting appropriate insurance products for protection when plans can't be fulfilled due to loss of loved one.
  • Employer Plan Establishment – helping small businesses to select appropriate retirement plan for their employees.
  • Employee Education – provide employee basic education for retirement.
  • Executive Financial Planning – helping individuals identify short-and long-term financial goals and needs and create a financial strategy.

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Carla Bailey

Carla Baily
CERTIFIED FINANCIAL PLANNER™
LPL Financial Advisor
Serving Tulsa area for 15 years.

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Life isn’t always a smooth and easy path but we can pursue a journey toward building your strong financial health and wellness. I help individuals, families and businesses address their priorities through financial planning, education and guidance. Let me help you navigate the challenges of life and put a plan in motion to help you work toward meeting your financial goals.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Disclosures

* Specific individualized tax or legal advice not provided. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Security Bank and Security Investment and Retirement Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Security Investment and Retirement Services, and may also be employees of Security Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Security Bank or Security Investment and Retirement Services.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or
Any Other Government Agency
Not Bank
Guaranteed
Not Bank Deposits
or Obligations
May Lose
Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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