A private-family office that only serves our families.
An experienced team of investment management professionals dedicated to securing your legacy.
A plan tailored to you, a team dedicated to you.
Seek 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.
https://brokercheck.finra.org
https://www.sec.gov/rules-regulations/staff-guidance/trading-markets-frequently-asked-questions/frequently-asked-questions-form-crs#business
https://www.finra.org/rules-guidance/guidance/reports/2025-finra-annual-regulatory-oversight-report