Financial Planner Tulsa | Clear Planning
This content was written for First State Investment Advisors.
Anyone in need of a competent financial planner Tulsa should consider First State Investment Advisors. Investments in both bond and stock markets have been made for over 45 years at First State. Whether going to the Firm’s website at www.firststate-ok.com or calling (918) 492-1361, investors can schedule a comprehensive evaluation of their investment assets and avail themselves of its financial expertise. A suitable long term investment plan can then be suggested to have financial needs met. Investors can also experience the excellent customer service provided by First State Investment Advisors.
Unique to the Tulsa financial planning industry is the extensive research abilities of First State Investment Advisors. They have been used to generate multiple economic predictable methods which are overseen by a Chartered Financial Analyst to provide projected future stock prices. From this research a list of suitable “Gold Chip” large cap stocks is agreed upon by the Firm’s money managers that are suitable for client portfolios. They are used to build diversified investments for clients to enjoy a higher rate of total return on investment with lower price fluxuations. A library of detailed reports for each stock on the list is available upon a client’s request.
If you are looking for a financial planner Tulsa that will treat you with courtesy and honesty, call First State Investment Advisors at (918) 492-1361 or contact the Firm at their website www.firststate-ok.com. The minute you come to their office for your scheduled appointment you will feel the difference at First State where the staff make you feel like family. Everyone there will try to meet your every financial need.
The financial planning advice given by First State Investment Advisors is also appropriate for business owners as well as individuals. First State has the expertise in both the operational aspect of a business and employee benefit plans. Suggestions can be made by the Firm to improve finances and increase positive cash flow. The Firm’s money managers can evaluate and manage any employee retirement plan a business has in place. First State can also help if a business wants to begin a tax exempt benefit plan such as a 401k Plan, Pension Plan, Simplified Employee Pension Plan or a SIMPLE IRA. These plans are only beneficial to employees but can lead to their higher morale and loyalty.
The priority at First State Investment Advisors is to bring confidence to an investor’s financial future. By contacting this financial planner Tulsa at www.firststate-ok.com or calling (918) 492-1361, you will be helped to attain a reasonable rate of total return. First State’s investment perspective has been geared aiding clients to experience a comfortable financial future. Whether you are an individual investor or business owner, schedule your appointment today.