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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

 

Team

At Investment Concepts & Financial Planning Services, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Mike S. Hashemi

Certified Financial Planner® | Certified Wealth Strategist ®

405-840-1221

405-840-1287

Mike Hashemi learned the importance of determination through hard work when he graduated from the University of Central Oklahoma in 1985 with a Bachelor’s degree in Computer Science and a minor in Math. After four...

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Kelly Khelghati

Registered Financial Consultant®

405-840-1221

405-840-1287

After graduating from the Mississippi State University in 1984, Kelly entered the oil industry with BJ Hughes as production engineer in Laurel, Mississippi. In 1991, Kelly entered the financial planning industry with MetLife in...

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Vinod Joshi is a Financial Advisor with Investment Concepts, Inc. Since 1999, Vinod Joshi has been associated with Investment Concepts and Financial Planning Services, Inc., an independent Oklahoma City firm with a focus on...

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After attending Central State University in Edmond, Oklahoma from 1965 to 1967, Michael Anderson started his career in Life and health insurance industry in 1971 as an independent insurance advisor. In 1994, Michael Joined Investment...

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Gabrielle Wilson

Administrative Assistant

405-840-1221

405-840-1287

Since 2008, Gabrielle Wilson has been associated with the financial industry. Having worked in banking and then the mortgage industry, Gabby gained experience helping individuals with their personal financial situations. In 2015, Gabby...

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Hayley Kennon

Financial Planning Assistant

405-840-1221

405-840-1287

Hayley Kennon has been in the financial industry since she graduated from Oklahoma State University in 2004 with a degree in Finance. She started her career in financial planning, and her experience since then ranges from accounting to...

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