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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

You Would Rather Be...

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Can Election Results Predict the Market?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

 

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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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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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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