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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

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

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Paying Off a Credit Card

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

Principles of Preserving Wealth

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

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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?”

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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