Broker Check

2525 NW Expressway
Suite 216
Oklahoma City, OK 73112

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Investment Concepts & Financial Planning Services, Inc.

(405) 840-1221

 

Products

  • Asset Allocation Models
  • Stocks, Bonds, & Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Unit Investment Trusts (UITs)
  • Fixed and Variable Annuities
  • Real Estate Investment Trusts (REITs)
  • Limited Partnerships
  • Hedge Funds
  • Brokered CDs
  • Retirement Plans
  • Profit Sharing / 401(k) plans
  • Life and Long-Term Care Insurance
  • Alternative Investments

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Medicare Supplement