Plan Group Financial has over 100 years of combined financial experience helping business owners and individual in Oklahoma City as well as all over the country. They are very specialized in how they work with clients; the client hires them to find the investments that fit that client the best, not to sell them products. This is opposed to most of the industry where the advisor represents a company and helps the client buy only what the company has to offer.
They handle a variety of needs, from helping individuals roll money out of a retirement plans to in-depth strategies for large business owners. They also help people review current accounts to find better ways to manage their money.