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.
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...
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...
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...