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 ®
405-840-1287
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...
Kelly Khelghati
Financial Advisor
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...
Vinod Joshi
Financial Advisor
405-840-1287
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...
Michael Anderson
Financial Advisor
405-840-1287
manderson@investmentconcepts.com
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...
Hayley Kennon
Financial Planning Assistant
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...