plan group financial

the firm has a small group of 11 employees, of which nine are financial advisors. sometimes a big firm may not be able to give you the one-on-one service that you need. in the prior financial year, plan group financial, inc provided financial planning services to 1-10 of its customers. plan group financial, inc does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.

this fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. sometimes a big firm may not be able to give you the one-on-one service that you need. click here to find your advisor matches today as our matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor), you may not be matched with the advisor or firm listed in this profile.

after gaining a full understanding of your goals and values, we craft solutions designed to help you live the life you’ve always imagined. we craft individualized strategies for each and every one of our clients.view our customer relationship summary the content is developed from sources believed to be providing accurate information. the information in this material is not intended as tax or legal advice. some of this material was developed and produced by fmg suite to provide information on a topic that may be of interest.

the opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. oleg metsaev is licensed to sell insurance products in co, mi, nc & tx. he is registered to offer securities in co, va, & wy. he is registered to offer securities in co. domiciled in co. we can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. financial planning group is not a subsidiary or affiliate of mml investors services, llc, or its affiliated companies.

the plangroup financial team evaluates your total financial situation to incorporate into your specific goals. all of your tax, investment, retirement, we believe in the value of relationships. we view every client relationship like a partnership, and 6 ne 63rd st, ste 240, oklahoma city, ok 73105. plangroup financial, inc. | 29 followers on linkedin. your plan. your group. stronger strategies for retirement with professionals in your corner., .

plan group financial, registered in 2020, serves 4 state(s) with a licensed staff of 10 advisors. plan group financial manages $184.5 million and provides investment advisory services for 801 clients (1:81 advisor/client ratio). plan group financial, inc. 6 ne 63rd street, suite 240 oklahoma city, ok 73105 united states phone: 405-848-1099. fax: 405-848-1163. plan group financial, inc is a financial advisor company based in oklahoma city, oklahoma. the company manages $101.7 million in total plan group financial. 0 reviews. investing, financial advising. open • 8:, .

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