Financial Planner Tulsa | Befitting Planning
This content was written for First State Investment Advisors.
First State Investment Advisors, as a financial planner Tulsa, should be called at (918) 492-1361 or contacted at its website www.firststate-ok.com to schedule a confidential appointment if you need a reputable financial planning. For over 45 years, First State has provided professional investment advice in both the stock and bond markets. Assistance is also given to First State’s clients by an outstanding customer service department. Come by today to have your financial assets evaluated and begin the process of planning to achieve your long term financial goals.
Forming the basis of First State Investment Advisors’ investment decision making is its own research department. Methods have been developed over 45 years to collect data that is used to evaluate stocks and these are overseen by a Chartered Financial Analyst. Through this careful analyst, these methods are used to predict future stock prices and to form a “Gold Chip” list of stocks from a large diversified range of stocks and industries. These are high quality stocks that are suitable for inclusion in a client’s financial plan. The list is well diversified which can lead to lower volatility and above average return on investment. An extensive report is available to clients on each stock on the list and a sample can be sent upon request when you schedule and appointment with First State.
The interaction of First State Investment Advisors with clients separates it from other financial planner Tulsa. First State spends the time needed to get to know each one personally and and what their future financial goals are. Employees providing the Firm’s customer service also has extensive experience in handling any problems clients may have. Everyone at the Firm has a goal of making sure every client feels comfortable with their financial situation.
The personal touch investors receive at First State Investment Advisors is not limited to individuals but can also help business owners. The financial planners at the Firm can recommend and establish employee retirement benefit plans such as 401k Plans, Pensions Plans, Simplified Employee Pension Plans and SIMPLE IRAs. These improve employee productivity, morale and retention. If a business already has a plan, First State can propose ways to increase the prospects of their long term growth. They can also recommend ways to improve a business’s operations to increase profitability and higher positive cash flow.
Peace of mind can result from the planning of your financial future with First State Investment Advisors. This financial planner Tulsa can manage the investment assets of business owners as well as individuals with the knowledge and competency of its money managers. First State’s outstanding investment advice and customer service makes its clients feel comfortable that their financial needs are being met. A customer service representative is ready to take your call at (918) 492-1361 to schedule an appointment or you can sign up for one at www.firststate-ok.com.