Financial Planner Tulsa | Careful Planning
This content was written for First State Investment Advisors.
Are you looking for a financial planner Tulsa who has extensive experience in making stock market decisionsand financial planning recommendations? That would be First State Investment Advisors which has been in business for over 45 years. You can experience the financial planning expertise at First State by scheduling a confidential appointment by calling (918) 492-1366 or going to www.firststate-ok.com. Then you can discover the difference at the Firm and where have an analysis of your investment portfolio be accomplished. A long term investment plan can then be formulated that will meet your future financial requirements.
A Chartered Financial Analyst at First State Investment Advisors heads an outstanding research department who develops as well as maintains proprietary predictable methods to project future stock prices. Out of a wide universe of diversified industries and stocks is chosen a list of high quality “Gold Chip” stocks that are suitable for investment in client portfolios. The goal is to produce an above average total return on investment while lower price volatility. An extensive study is available to clients on each stock they are invested in on request and a portfolio performance is sent. Anyone interested can contact the Firm to receive a sample report.
You can discover the different at First State Investment Advisors the minute you begin your meeting with the Firm’s staff. This financial planner Tulsa will make you feel right at home while taking the time to completely understand your financial needs and expectations. You will also be introduced to the excellent customer service representatives that are also there to answer any questions you may have. Schedule an appointment and experience the difference at First State Investment Advisors.
The financial planners at First State Investment Advisors also have the experience to aid business owners in improving operations and employee benefit plans if desired. They will analyze any tax deferred retirement plans and propose ideas to manage their assets. If a business owner would like to set up a benefit plan for employees, the staff at First State can explain the ones available such as 401k Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans and recommend the one best suited for their company. First State Investment Advisors can also suggest ways a business can increase positive cash flow through operational efficiencies.
Confidence can be brought to your future financial well being as a result of the investment decisions made by the financial planner Tulsa First State Investment Advisors. The advice received is aimed at securing a reasonable rate of total return on the assets of both business owners and individuals. By calling First State at (918) 492-1361 or going to its website www.firststate-ok.com, a customer service representative is available to schedule your confidential appointment. To provide clients a comfortable financial future is the primary directive at First State Investment Advisors.