Retirement Planners Oklahoma City OK
Retirement planners provide detailed information about retirement benefits and counseling services. Read on to find retirement planners in Oklahoma City and get access to information on 401k plans, self-employed planning, retirement investments, pensions development, retirement savings, pre-retirement planning, and post-retirement planning, as well as advice and content on retirement activities.
Scott Logan
Asset Planning Solutions, LLC
(405) 608-3099
1233 E. 33rd
Edmond, OK
Scott Logan
Asset Planning Solutions, LLC
(405) 608-3099
1233 E. 33rd
Edmond, OK 73013
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Alternative or Private Investments, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
James Oplotnik
3621 Northwest 63rd St
Oklahoma City, OK
James Oplotnik
3621 Northwest 63rd St
Oklahoma City, OK 73116
Company
Title: President
Company: Access Advisory Group LLC
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Years Experience
Years Experience: 24
Service
Asset Protection Strategies & Planning,Individual Income Tax Planning,Medicaid,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insuranc
Data Provided by:
Mr. Malachi P. Sturlin (RFC®), CFP
405 491 0235
6632 NW 39th Exp
Bethany, OK
Mr. Malachi P. Sturlin (RFC®), CFP
405 491 0235
6632 NW 39th Exp
Bethany, OK 73008
Company
Access Financial Group, Inc.
Qualifications
Education: Bachelor - Southeastern Oklahoma State, Associate of Arts - Rose State College, Associate of Applied Science - University of the Air Force, Certificate in Financial Planning - Oklahoma City University,
Years of Experience: 8
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Collectable Coins , Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans
Data Provided by:
Chase Bank
(405) 231-6084
100 N Broadway
Oklahoma City, OK
Chase Bank
(405) 231-6084
100 N Broadway
Oklahoma City, OK 73102
Office Hours
Mon:8:00-5:00
Tues:8:00-5:00
Wed:8:00-5:00
Thurs:8:00-5:00
Fri:8:00-5:00
Sat:closed
Sun:closed
Chase Bank
(405) 525-2489
2200 N Western Ave
Oklahoma City, OK
Chase Bank
(405) 525-2489
2200 N Western Ave
Oklahoma City, OK 73106
Office Hours
Mon:9:00-5:00
Tues:9:00-5:00
Wed:9:00-5:00
Thurs:9:00-5:00
Fri:9:00-6:00
Sat:9:00-1:00
Sun:closed
Ms. Katherine R. Nithman (RFC®), CFP
405 767 1230
2224 Northwest 50, Suite 190
Oklahoma City, OK
Ms. Katherine R. Nithman (RFC®), CFP
405 767 1230
2224 Northwest 50, Suite 190
Oklahoma City, OK 73112
Company
Nithman Financial Group
Qualifications
Education: BBA
Years of Experience: 21
Services
Invoice, Portfolio Management, Retirement Planning, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Compensation Plans
Data Provided by:
Mr. John G. Gillespie (RFC®), CEP
405 491 0235
6632 NW 39th Exp
Bethany, OK
Mr. John G. Gillespie (RFC®), CEP
405 491 0235
6632 NW 39th Exp
Bethany, OK 73008
Company
Access Financial Group, Inc.
Qualifications
Education: Mr. Gillespie, CEP, RFC®, received his Bachelor of Science degree from Trevecca Nazarene University, in Nashville and is a Certified Estate Planner, Certified Trust Specialist and Registered Financial Consultant. AFG is guided by Mr. Gillespie’s experienc
Years of Experience: 28
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Precious Metals, Annuities, Life Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Charitable Foundations, Asset Protection, Compensation Plans
Data Provided by:
Mr. Charles W. Potts (RFC®), CLU, RHU
405 410 2466
620 N. Robinson Ave, Suite 201
Oklahoma City, OK
Mr. Charles W. Potts (RFC®), CLU, RHU
405 410 2466
620 N. Robinson Ave, Suite 201
Oklahoma City, OK 73120
Company
MassMutual/MML Investor Services, Inc.
Qualifications
Years of Experience: 43
Membership
IARFC, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans
Data Provided by:
Bank of America - Okc Main Motor Bank
405.230.5843
415 W Robert S Kerrr
Oklahoma City, OK
Bank of America - Okc Main Motor Bank
405.230.5843
415 W Robert S Kerrr
Oklahoma City, OK 73102
Services
Banking Center Services: Change Order, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday N/A
Tuesday N/A
Wednesday N/A
Thursday N/A
Friday N/A
Saturday N/A
Sunday N/A
Drive Up Hours
Monday 8-6
Tuesday 8-6
Wednesday 8-6
Thursday 8-6
Friday 8-6
Saturday Closed
Sunday Closed
Bank of America - Leadership
405.230.4003
211 North Robinson Avenue
Oklahoma City, OK
Bank of America - Leadership
405.230.4003
211 North Robinson Avenue
Oklahoma City, OK 73102
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits
Indoor ATM Services: Braille, Accepts Deposits
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-5
Saturday Closed
Sunday Closed
Provided By: 
Posted by : Frances W. West
A recent survey by the American Association for Retired Persons (AARP) shows that seven in 10 Americans plan on working past the once-typical retirement age of 65, and nearly half expect to work well into their 70s and 80s.
In addition, according to Joseph Quinn, economics professor at Boston College and fellow at the Employee Benefit Research Institute (EBRI) in Washington, D.C., the baby-boomer generation is not likely to retire at an early age due to more employment options they have now than with past generations.
As a result of baby boomers staying in the workforce longer, computing and IT technologies will need to change to help this audience remain productive. Assistive technologies are already being put to use by the disabled population in the United States. By taking an inclusive approach to technology development, the same technologies that benefit the disabled will help the baby boomer population remain productive for years to come.
The good news is that accessible technologies for the disabled already have many mainstream applications that can help the aging workforce. For example, the Braille keyboards available to visually impaired users a generation ago have evolved into hands-free technology, something that anyone who uses a cell phone while driving a car can appreciate. In addition, closed-captioning for television developed for the deaf or hard of hearing is also being used on TV sets in public areas by resta...
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