If you have questions about any of the following please feel free to contact us at (405) 848-1099. 

Risk Management / Insurance 

Plan Group Financial, Inc. can help aid you in the process of risk management / insurance. We utilize a detailed process that has been proven over time. We then collaborate with outside professionals that specialize in risk management to aid in the process.  

Employee Benefits

Plan Group Financial, Inc. will help in all aspects of group benefit planning ranging from health care to 401K's. We use many specialized professionals in certain fields to build the most cost efficient and effective benefit package for your company. 

Retirement Planning

We specialize in retirement planning at Plan Group Financial, Inc. We utilize a time proven method that helps ensure your retirement is what you always dreamed it would be. We interact one-on-one with our clients to gain a deeper understanding of their dreams and help create investment strategies to ensure those dreams are met. 

Estate Planning

Estate planning is very crucial in many people's lives. It can also be a very difficult task to go through. We can help you through that process with excellent individuals who are experts in estate planning.


Securities offered through Saxony Securities, Inc.


Contact Us

6 NE 63rd Street
Oklahoma City, OK 73105
phone: 405-848-1099

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