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2525 NW Expressway
Suite 216
Oklahoma City, OK 73112

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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

[email protected]

Helpful Content

The Anatomy of an Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

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.

Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

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Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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.

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Retirement Plan Distributions

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

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Cycle of Investing

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

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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