Lonergan Advisors

Lonergan Advisors Family owned financial planning firm in Tulsa, OK

Three steps may make a difference if you find yourself suddenly single.
09/04/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

Children with special needs may need ongoing help after their parents are gone.
09/02/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
08/31/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
08/28/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

What steps might help you sustain and grow your retirement savings? This piece explores them.
08/26/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
08/24/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
08/21/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

10 tips that can head-off marriage money problems.
08/19/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
08/17/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Childhood attitudes and habits can determine your child's health in his or her adult years.
08/14/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

Address

9315 S Toledo Avenue Ste A
Tulsa, OK
74137

Telephone

+19183925477

Website

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