Financial Advisors
Oklahoma City, OK
Staton Financial Group Inc. is an independent financial advisory firm in Oklahoma City specializing in retirement income planning and wealth management. They help clients develop comprehensive retirement strategies covering income generation, asset protection, tax efficiency, and long-term care planning. Their services include retirement income strategies, wealth management, annuities, IRA/401(k) rollovers, life insurance, Medicare planning, and legacy planning—with a focus on translating retirement goals into actionable plans and monitoring them throughout retirement.
Ideal for: Pre-retirees and retirees, individuals with significant assets seeking wealth management, people planning IRA/401(k) rollovers, families interested in tax-efficient and legacy planning strategies
Service area: Oklahoma City and surrounding areas, including Edmond
Independent Firm: As an independent advisor, Staton Financial Group can design custom strategies from a wide array of products and services rather than being limited to a single company's offerings.
Comprehensive Retirement Focus: They specialize specifically in retirement planning, covering income strategies, tax efficiency, long-term care, Medicare planning, and legacy planning tailored to each client's retirement timeline.
Educational Approach: They host live informational seminars and have published educational resources to help clients understand market volatility, risk management, and retirement income strategies.
Address: 709 SW 119th St, Oklahoma City, OK 73170
Phone: (405) 735-6762
Website: statonfinancialgroup.com
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