A private-family office that only serves our families.
An elite team of investment management experts dedicated to securing your legacy.
A plan tailored to you, a team dedicated to you.
Experience Peace of Mind
Website launching 2025
101 NE 82nd St, Suite 200
Oklahoma City, OK 73114
405. 848.1099
Info@PlanGroup.com
Disclaimer: Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through PlanGroup Financial, Inc., a Registered Investment Advisor. Registration as an investment advisor does not imply any level of skill or training. Private Client services and PlanGroup Financial, inc., are unaffiliated entities.