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Investment Concepts & Financial Planning Services, Inc.

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Oklahoma City, OK
Investment Concepts & Financial Planning Services, Inc.

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We work with people close to retirement and help them develop a sensible strategy for their future.

11/02/2026

Last week’s sell-off raised new questions about the market outlook. This week on , Brian Klimke breaks down what drove the weakness in tech stocks, why investors are focused on earnings guidance over headline results, and how key economic data, geopolitics, and the midterm elections could shape markets in the days ahead.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/31/2026

Wishing you a spook-tacular Halloween filled with treats, tricks, and lots of eerie fun!

10/28/2026

New study reveals the estate-planning choices that are likely to pit heirs against each other

The study identified contested trust disputes by examining thousands of civil filings that were scheduled to come before San Francisco Superior Court.

10/26/2026

Your financial legacy is forming whether or not you’re actively planning it.

Starting earlier—with education and structure—can create greater clarity and flexibility over time.

Ask your financial professional how to plan early and intentionally.

10/26/2026

Who you gonna call? This week, CIO Gene Goldman is joined by two very special guests as he suits up for Halloween with his baby twins in a Ghostbusters-inspired edition of .
Beyond the costumes, Gene breaks down the biggest event on investors’ radar: the upcoming Fed meeting. Will policymakers hold rates steady, signal a December hike, or surprise markets? Tune in as he explores inflation trends, Fed messaging, and the key signals investors should be watching this week.

10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

10/21/2026

Building wealth is an incredible achievement—but making it last for future generations takes more than accumulation. It requires foresight, discipline, and intentional planning.

The right habits can help protect your wealth, keep it aligned with your family’s values, and ensure it serves a meaningful purpose for years to come.

10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

10/19/2026

Sandwiched between caring for kids and parents? Use this as an opportunity to learn from one generation and teach the next.

Are you part of the "sandwich generation" that's raising your kids and caring for your parents? These insights are for you.

10/19/2026

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from Cetera's weekly chartbook.

Address

13919 Quail Pointe Drive
Oklahoma City, OK
73134

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+14058401221

Website

https://www.investmentconcepts.com/

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