Financial Planner Tulsa | Beneficial Planning
This content was written for First State Investment Advisors.
Go to the website of First State Investment Advisors at www.firststate-ok.com or call (918) 492-1361 if you are looking for a competent and highly respected financial plannerTulsa. A complete evaluation of your investment portfolio will be done by experienced financial planners in order to recommend a plan to improve your long term financial outlook. First State has provided clients for over 45 years sound financial advice and outstanding customer service. Above average portfolio performance for client’s has come from research and depth of knowledge in a selection of high quality stocks.
Unlike other financial planners, research is a priority at First State Investment Advisors and is used to evaluate the suitability of stocks that can be used for investment in client accounts. First State, under the supervision of a Charered Financial Analyst, has developed a variety of predictable methods which are used to forecast future stock prices of a large universe of high quality companies. Financial data is constantly monitored and updated for each stock. A list of “Gold Chip” stocks in a wide range of industries is then selected that can be included in client portfolios. This provides optimum long term growth and lower volatility through diversification. An extensive report is kept on each stock on the list and a sample can be provided on request.
At First State Investment Advisors we make sure to get to know you and make you feel like family. As a financial planner Tulsa, First State strives to take care of not only your money but will help in any other ways possible. The Firm likes to take as much time as possible to discover your investment goals for the long term financial planning. Come to First State Investment Advisors today to begin your road to financial well-being.
Business owners can also receive valuable investment advice from First State Investment Advisors. The financial planners at the Firm can make recommendations in operations that would benefit profitability and positive cash flow. First State’s retirement experts can also suggest ways to improve employee morale, loyalty and retention through establishing retirement plans. These include SIMPLE IRAs, Pension Plans, Simplified Employee Pension Plans and 401ks that can be used by any size of business. First State Investment Advisors is also able to evaluate and manage any employee benefit program in place.
First State Investment Advisors always keeps the best interest of clients in mind unlike some financial planner Tulsa. A customer service representative is available to schedule a confidential appointment by calling (918) 492-1361. First State can also be contacted by going to its website at www.firststate-ok.com. The primary mission of the Firm is to provide clients professional financial planning advice that results in a reasonable rate of total return on assets to meet their expectations and bring peace of mind.