Broker Check

2525 NW Expressway
Suite 216
Oklahoma City, OK 73112

 LinkedIn 

Investment Concepts & Financial Planning Services, Inc.

(405) 840-1221

 
How To Retire Early The Cost of Procrastination? Social Security: By the Numbers Sit, Stay, Rollover: A Guide to IRA Rollovers

Welcome to Investment Concepts and Financial Planning Services, Inc.

Gain from an Independent Perspective.

Investment Concepts and Financial Planning Services, Inc. is an independently owned financial consulting firm with more 29 years of dedicated personalized service to our clients.

Our independence allows us to offer you an unbiased approach to serving your investment needs.

We are pleased to offer our comprehensive financial planning and investment services to a broad range of clients. If you are working to become financially independent, we are here to help you.

Whether you are just starting to save for your future or are a seasoned investor, Investment Concepts has the financial management experience to direct you towards reaching your objectives.

Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to individuals, families, and business owners.

Have a question?

Call 1-800-687-3565

mike@investmentconcepts.com

Helpful Content

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

View all articles arrow

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

View all videos arrow