Offering services to small businesses and to individuals.

We are an independent Investment firm designed to meet your unique needs.

Experienced

We have a 20 year reputation of helping business owners and individuals in Oklahoma City, as well as all over the country.

Committed

We take great pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Excellence

Our continual investment of time and resources in professional education, state-of-the-art technology, and client relationships is indicative of our commitment to excellence.

Community

Many of our dedicated staff are actively involved with groups and service organizations within the community and across the city.

Relationships

We view every client relationship like a partnership, and truly believe that our success is a result of your success.

Priorities

As an association, we work cohesively to build and monitor your financial assets and put your best interest above all else.

Our Mission

Plan Group Financial, Inc. is a professional association, built on high ethics, and integrity, providing innovative knowledge, sound advice and quality service to individuals who need, respect & value our role in the responsible management of their own financial resources.

Plan Group Financial, Inc. evaluates your total financial situation to incorporate into your specific goals. We believe your Tax, Investment, Retirement, Insurance, Estate, and Legal Planning needs are all related. As an association, we work cohesively to build and monitor your financial assets and put your best interest above all else.

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Have a question about our services? Fill out the form to the right and we will get back to you shortly!