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  • Email: sbowlds@yourrba.com
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Our desire is to find a BETTER way for our clients to improve and organize their financial lives into an easy-to-understand format. We do this through the Ohana FORMula.

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Working Together to Create

Financial Freedom For You

Our team specializes in meeting the needs of successful families and top-of-their field professionals who aspire to a work-optional lifestyle and desire a secure family investment legacy.

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Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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About Us

BBB.PNGAs a retirement income planning firm in Oklahoma, Retirement Benefit Advisors, LLC, and Steve Bowlds Advisory, LLC, were founded to work with pre-retired, retired and conservative investors. We focus on wealth management, investing, financial and retirement planning, insurance strategies, and Social Security planning. Retirees receive our help for a better retirement through our fee-based asset management, always ensuring their individual needs remain our top concern.

We understand that retirees face many important decisions that can affect their long-term financial goals. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. With 90% of our clients being retirees and having similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

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Retirement

Where will your retirement money come from?

 

Investments

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice.

 

Financial Estate

Effective financial estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

 

Insurance

Insurance transfers the financial risk of life’s events to an insurance company.

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Both of Steve’s grandmothers were proud and hardworking, and it was not their plan to end up in nursing homes for the remaining...

Steve Bowlds, RICP®

Retirement Income Certified Professional®

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Don's dad worked very hard to provide for his wife and five children, but his dad never sat down with an advisor to put together a retirement...

Don Trotter

President of Retirement Benefit Advisors

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Kathryne Horner has been the director of client services & operations at Retirement Benefit Advisors since 2010. She has more than...

Kathryne Horner

Director of Client Services & Operations

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Elizabeth answers the phone, prepares the reports for client meetings, prepares and processes paperwork, and assists clients with any questions...

Elizabeth Meridith

Administrative Assistant

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Marci Rogers

Ohana Hostess

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  • 212 North Main Street, Suite 201, Sand Springs, Oklahoma 74063 United States
  • Phone: (918) 245-4012
  • Email: sbowlds@yourrba.com
  • 10830 East 45th Street, Suite 107
    Tulsa, OK 74146
  • Phone: 918-828-9088
  • Email: dtrotter@yourrba.com

Steve Bowlds is an investment advisor representative of, and Don Trotter is a registered representative of, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Retirement Benefit Advisors is not affiliated with USA Financial Securities.

Steve Bowlds is authorized to offer investment advisory services only in states where he is properly registered. For investment advisory services these states include: CA; CO; HI; IL; OK; TX. Don Trotter is authorized to offer securities only in states where he is properly registered. These states include: NE; OK; TX. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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