Chandler Graham

Retirement Income Planner

Whether you’re five years out or already retired, I help you plan for dependable retirement income and protect what you’ve built, with advisory and insurance solutions matched to the life you actually want.

Note: Investment advisory and securities services are offered separately and exclusively through StrongHold Capital Partners, LLC, a registered investment adviser, and are not available through Graham Financial LLC or this website.

Retirement income planning for Oklahoma Families.

EDMOND, OKLAHOMA

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See how it works

    
    Independent insurance agency
  
    Local to Edmond, OK
  
    Licensed in OK, TX & KS
  
    7 years serving Oklahoma families

WHO I HELP

Planning for every stage of retirement

5–10 years from retiring
Understand your income sources and any gaps, and explore options for dependable income well before you need it.
Newly retired
Explore annuity and insurance options designed to help create steady income, and adjust as life changes.
Protecting what you’ve built
Plan for a long retirement, protect your spouse, and leave the legacy you want for your family.

HOW IT WORKS

A clear, simple process .

01
Intro call
A free 15-minute conversation to see if we’re a good fit.
02
Discovery
We talk about your goals, your concerns, and where you stand today.
03
Your options, explained
A clear, written overview of your options and how each one fits your goals.
04
Ongoing reviews
Regular check-ins to keep your plan on track as life and markets change.

Free retirement income calculator

Will your retirement income cover your spending?

Enter your Social Security, pension, and other income to see what actually lands in your checking account each month, after withholding.

Try the calculator

Takes about 2 minutes. No sign-up required.

MEET CHANDLER

Straightforward advice from someone who takes time to listen.

“Most people just want someone they can rely on - someone real and honest with them.” That’s the heart of how I work. I chose to be independent rather than joining a large firm, because no single company is the best at everything. That lets me look across many options and bring you the ones that genuinely fit your goals.

I live in Edmond with my wife and two sons, and when I’m not in the office you’ll usually find me spending time with family or on the golf course.

Oklahoma State University, Spears School of Business · Licensed in OK, TX, and KS · CRD #7955155

Chandler is very professional and courteous in his manner and his approach to our finances was creative. He helped us devise a plan to successfully fund our son’s college tuition expenses.

— Tom W.

Working with Chandler Graham has been one of the best financial decisions I’ve ever made. He takes the time to explain complex strategies in a way that’s easy to understand, and his guidance has given me confidence in my long-term financial plan. Chandler is not only knowledgeable and professional, but is also genuinely invested in my success. I trust him completely and recommend him to anyone looking for a financial planner who truly cares.

— Nadine W.

Chandler is untethered to any specific product lines and has carefully positioned himself as an independent and impartial advisor. This and his obvious understanding of our whole retirement picture sets him apart from other people we’ve worked with in the past. He has a unique passion for serving his customers’ needs and is beyond generous with his time. My wife and I couldn’t be happier that we found such a capable and caring advisor as Chandler.

— Tom L.

Chandler truly listens to what my needs and concerns are and addresses them with knowledge and professionalism. I am confident that he has my best long-term goals in mind in each interaction we have had. I would feel confident recommending Chandler to anyone searching for an investment Advisor Representative.

— Katherine L.

I just wanted to take a moment and commend you on your handling of my investment account. You have stayed available and very responsive to any requests or questions, the performance and returns have far surpassed any previous fiduciaries I have worked with in the past. While I understand the markets this year played a role in returns, I must commend your group when even at times when there were huge drops in market value, the actual value of my account did not see the huge drop in overall value I have seen with other entities.

— Troy T.

I have been working with Chandler Graham for my financial planning, and couldn’t be more pleased. Since partnering with Chandler, my portfolio has consistently delivered strong performance, including double-digit returns. Beyond the impressive results, what really sets Chandler apart is the level of care and attention he gives his clients. He takes time to explain my options, listens to my goals, and makes me feel confident about my financial future. I truly feel valued and well taken care of, and I’m grateful to have him guiding my investment journey.

— Martin M.

Disclaimer: This testimonial is from an actual client and reflects their individual experience with investment advisory and/or insurance services. It may not be representative of other clients’ experiences and is not indicative of future results or success. No compensation was provided.

Ready to talk about your retirement?

Book a free, no-pressure 15-minute phone call. Or reach me at (405) 609-7255

Schedule a Free Call