I provide holistic guidance for the everyday person to acquire and maintain wealth.
Chuculate Consulting
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Business Consulting
Investment Consulting
I’m here to deliver professional business consulting to dreamers and doers with strategy, value and results in mind to optimize your business. Together, we can create a thorough plan to meet your business goals while keeping as much of your individual wealth as possible. Whether you’re unsure how to start a business or want to optimize your vision, let’s get you to a new level!
Everyone has the ability to invest, even you. Let’s discuss practical ways to build your personal and professional wealth and set yourself up for success; whether you’re planning for your future schooling or business dreams, there are options for you.
Thinking of the long game? I applaud you! Get on my schedule to discuss different options for when and how to get the most bang for your buck when planning your retirement plan.
Retirement Consulting
Our services
I’m Levi!
My philosophy on finances is that every person should feel confident and comfortable in financial planning. I firmly believe in being a consultant for the people, not just the big dogs, because the average person deserves long-term stability as an individual and in their business endeavors.
Outside of business, I enjoy celebrating OU football victories, playing golf, gaming, having a perfect cup of coffee, and navigating dad life.
Seriously... I’m a pretty die hard OU football fan.
Certified Public Accountant
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Let’s start with the basics; let me know what you’re thinking. Don’t worry; we can work through the details together, but let’s begin with a consultation to see how I can help you in the best way.
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I will get back to you within the next 24 - 48 hours.
I grew up poor, so I understand how overwhelming the idea of wealth can be…
That’s why I am confident that a holistic consulting approach is right for you. I consider your personality, lifestyle, and short-term and long-term financial goals. We look at market fluctuations and dive deep to develop an optimized plan that is guaranteed to show you results.
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"Taxes seemed like an annual stress until Levi became my CPA. He uses his expertise to make complicated codes and tax regulations personalized and simple for his clients. Levi has taken the time to study specific forms to ensure that I am maximizing my tax benefits. I am thankful for his devoted efforts in his field that I benefit from!"
- Lydia Johnson
