Access Financial Group, Inc., Bethany,OK
We are a full service investment advisory
firm providing portfolio management and financial
planning services located in Bethany, Oklahoma, specializing in wealth planning for retirement, inheritance and stewardship. We believe a sound financial plan should be based on six major financial disciplines: Estate planning, Risk management, Cash management, Retirement planning, Tax strategies, Asset Allocation. We want to help you be prepared for the unexpected in retirement.
John G. Gillespie, CEP, RFC® Certified Estate Planner, Registered Financial Consultant, President and CEO of AFG, has been a personal financial advisor for over 28 years. Mr. Gillespie is a. He is also the founder of Access Charitable Consultants, Carved In Stone, Inc., and co-founder of Access Capital Management, LLC. Mr. Gillespie received his Bachelor of Science degree from Trevecca Nazarene University, in Nashville and is a Certified Estate Planner and Certified Trust Specialist. AFG is guided by Mr. Gillespie’s experience with Trusts, Estate Planning, Investments, Financial Management, and Charitable Gift Planning.
Malachi P. Sturlin, CFP®, RFC® CERTIFIED FINANCIAL PLANNER™, Registered Financial Consultant, Senior Vice President, holds Series 7, Series 66, Series 24 and Series 53 registrations and Insurance-licensed in the state of Oklahoma and Texas. Mr. Sturlin completed the Certified Financial Planning coursework at Oklahoma City University Meinders School of Business and is a CERTIFIED FINANCIAL PLANNER™ practictioner. He received his Bachelor of Science Aviation Management degree, with a minor in Safety, from Southeastern Oklahoma State University, Cum Laude.
Brandon VanLandingham, CEA Certified Estate Adviser, Chief Investment Analyst, holds Series 7, General Securities Representative and Series 66, Uniform State Law/ Investment Advisor Representative registrations. Mr. VanLandingham maintains Life and Health Insurance licenses in the state of Oklahoma and is the co-founder of Access Capital Management, LLC. He has been accepted for membership to the Who's Who Among Executives and Proffesionals, and is a member of the Estate Planning Designs, LLC team.
Mr. VanLandingham received his Bachelor of Business Administration in Finance from the University of Central Oklahoma, as well as completed all necessary requirements to apply to the Nuclear Medicine program offered at Oklahoma University Health and Science Center. John Gillespie blog What your executor/successor/trustee needs to know. Estate planning has everything to do with the “registration” of our assets. Are your assets properly titled? For many, that might involve trust planning in addition to a pour over will, financial powers of attorney, health care powers of attorney, and an Advanced Directive which can include a living will and an appointment of health care proxy. Having a trust is not enough. You must have the assets titled into the trust name in order for it to accomplish its purpose.