Welcome to Oklahoma Central Financial Planning
Whether you are just starting your career or nearing retirement, one of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. We listen to – and learn from – you, what your needs and financial goals are. Having an experienced advisor on your side can make the investing and financial planning process much easier. At whatever life stage you are in, Oklahoma Central Financial Planning is committed to helping you organize, manage and monitor your financial affairs.
Your needs come first. We will engage with you in an ongoing conversation about your needs, goals, and objectives to create a customized financial plan that’s right for you.
We offer investment choices and flexibility. We do not offer any proprietary products, so we can help you choose objective investment strategies from many of the nation’s leading investment managers.
We Are Here For You
We provide objective guidance and advice. With access to independent research, state-of-the-art technology, and innovative investment tools, we help you make informed, objective decisions.
Access to your account is just a click or call away. You can manage your account online anytime, day or night, from the convenience of your own home or office.
Small businesses are welcome. We can help small business afford 401k solutions to their employees, at an affordable cost.
Whatever your goals for the future may be, when you work with Oklahoma Central Financial Planning, your needs always come first. We are committed to building lasting, meaningful relationships based of trust, integrity and personalized client services. We want clients for life!