Financial Planner Tulsa | Avid Planning
This content was written for First State Investment Advisors.
Anyone who is looking for a financial planner Tulsa should consider First State Investment Advisors. Professional money financial planners at First State are there to assess the current assets in your investment portfolio when scheduling an appointment when you call (918) 492-1361 or access the Company’s website at www.firststate-ok.com. First State has experienced financial planners that for over 45 years have been evaluating portfolio assets. Outstanding customer service at First State should also be considered. The future needs of clients is always a priority so let them design a comprehensive financial plan for you today.
At First State Investment Advisors, the utmost importance is placed in utilizing proprietary stock research when making decisions on investments. Evaluation of stocks is maintained and monitored by a Chartered Financial Analyst which uses a protocol of several economic predictable methods in forecasting future stock prices. From a diversified universe, a select list of “Gold Chip” stocks is chosen to be used in making investment decisions for clients. Maximum performance with a reduction in volatility is provided by this list of quality stocks. In order to keep clients informed, extensive stock reports can be sent for investments made in their portfolios. A sample report can be sent to anyone upon request.
The research at First State Investment Advisors allows this financial planner Tulsa to propose a strategic program for investment to clients after evaluating their current financial situation. Investments are then made in stocks deemed appropriate in meeting the long term expectations on total return of their clients have. The investments made by the money managers at First State are always made in their client’s best interest. To schedule an appointment, contact First State Investment Advisors at www.firststate-ok.com or call (918) 492-1361.
Help can be attained at First State Investment Advisors for business owners as well as individual investors. Advice can be given by First State to improve business operations and establishing employee benefits. This can include employee retirement plans that can be initiated by First State such as 401k Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs. Experience has shown that these employee benefits improve morale, loyalty and motivation at a business. Retirement plans that are already in place can also be evaluated and managed by First State Investment Advisors.
First State Investment Advisors should be contacted as soon as possible if you are an investor concerned about your financial future and seeking peace of mind. As a financial planner Tulsa, First State can give confidence to individual investors and business owners alike to their investment objectives can be met as a result from the Company’s superb advice. You can receive the personal touch at First State Investment Advisors by calling (918) 492-1361 or going to www.firststate-ok.com and scheduling a convenient appointment.