Viking Financial Group

Viking Financial Group is a Financial Planner in Duncan, OK. The firm specializes in retirement income planning for individuals aged 50 to 75. They utilize the BIID Strategy, which focuses on building a guaranteed income floor first before investing the remaining assets to help ensure essential bills are covered regardless of market performance.

The firm provides educational resources including plain-English answers regarding retirement transitions, such as managing old 401(k) accounts, navigating the five-year runway to retirement, and addressing survivor tax traps. Their approach involves different methods of managing portfolios, such as the BIID and BID Theory, where a portion of a portfolio is annuitized to cover gaps while the remainder stays invested for potential growth to fund cost-of-living raises.

Located on S 58th St, the office is a short drive from Robinson Pond and near the Red River Area Vocational College. The area is also accessible via the Duncan Bypass and is within driving distance of Empire School, Claridy Creek, and Copland Airport.

Viking Financial Group is recognized for providing well-documented business information that is easily accessible to the public. Their reputation is supported by a 5.00 rating, reflecting a commitment to clarity and accessible retirement strategies.

Viking Financial Group provides specialized retirement income planning for the Duncan community.