Staton Financial Group Inc. is a Financial Planner in Oklahoma City, OK, located at 709 SW 119th St. It holds a rating of 5.00 based on 137 reviews.
The firm specializes in helping clients develop strategies for retirement income and managing wealth. They serve individuals at various stages of their financial journey, including those nearing retirement, by providing guidance on market volatility, asset protection, and long-term planning. The business utilizes a three-step Roadmap to Success process to build financial strategies. This approach begins with discovering a client's ideal retirement vision, followed by an examination of their current financial situation to determine income needs, and concludes with the creation of a custom strategy. As an independent firm, they offer a variety of products and services to meet specific needs. Services include evaluating IRAs and 401(k)s for potential rollovers, comparing annuity options to create lasting income streams, and planning for long-term care expenses. They also provide guidance on life insurance and strategies to manage risks related to inflation, liquidity, and market loss. The firm hosts informational seminars on retirement income strategies and wealth management, such as one held at the Southwest OKC Library.
Founder and president Scott Staton has been in the industry since 1999. He is a Retirement Income Certified Professional (RICP) and holds insurance licenses in Oklahoma, Texas, Kansas, Iowa, Florida, Arkansas, Alabama, Missouri, and Maryland, along with a FINRA Series 65 registration in Oklahoma. Scott is a native Oklahoman who lives in Oklahoma City with his wife Angela and their two children. He serves on the Board of Trustees for Mid-America Christian University and the Board of Directors for the Baptist General Convention of Oklahoma.
Staton Financial Group Inc. provides retirement income strategies and wealth management services to the Oklahoma City community.
The firm sits on SW 119th St, about a tenth of a mile from Southwest 119th Street and roughly three tenths of a mile from South Western Avenue and Brink Junior High School.
BizScoreAI gives the site a Technical score of 89 out of 100, meaning the website is technically sound and secure so search engines can read it without errors. It also awards a Content Quality score of 75 out of 100, which shows the site answers customer questions clearly enough for AI assistants to quote directly.
Browse: Businesses in Oklahoma City, OK · Financial Planner in Oklahoma · Businesses in Oklahoma
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