Our firm does Estate and Business Planning for Family Businesses, Affluent Individuals and Financial Institutions.  We use insurance services and products:  Life – Disability – Health – Long Term Care – Annuities.  The David Capital Group, Ltd. is operating in the life insurance and financial services industry.  Federal and state authorities regulate the sale of life insurance and other financial service products.  Our producers are licensed in the following states:  Arizona, Arkansas, Colorado, Florida, Georgia,  Illinois, Kansas, Louisiana, Missouri, New York, Ohio, Oklahoma (Resident State), Texas and Wyoming.

The David Capital Group, Ltd.
6301 Waterford Boulevard, Suite 105
Oklahoma City, OK 73118
​Phone: (405) 445-5030
  Email us:  
contactus@davidcapitalgroup.com

Financial Worksheets



The worksheets that follow can be used to help put your "financial house" in order, as well as to help ease the burden of uncertainty that most families experience after the death of a loved one. Be sure to contact my office if you'd like to discuss any of the planning needs covered by these worksheets.

Financial Calculators



  These handy financial calculators cover areas of interest ranging from savings goals, to paying off credit card debt, getting your home budget in order and reviewing insurance needs, to getting a handle on your retirement situation. Be sure to contact my office if you'd like to discuss any of the financial needs covered by these calculators.