Financial Planner Tulsa | Coherent Planning
This content was written for First State Investment Advisors.
Call First State Investment Advisors for a financial planner Tulsa that will treat you with respect and help improve your outlook for financial security. A confidential appointment can be scheduled with First State by calling (918) 492-1361 or locating its website at www.firststate-ok.com. The firm has been providing outstanding planning for over 45 years. This includes both stocks bonds. Also available to assist clients is a well-trained staff that is able to answer any question an investor may have. To begin the formulation of a client oriented investment plan, get in touch with First State Investment Advisors.
A priority at First State Investment Advisors is doing research on a wide range of stocks to determine those that may be suitable for investment in client portfolios. Several predictable methods have been developed over the years by a Chartered Financial Analyst used to determine future stock prices. The current financial data for each stock is monitored and updated constantly. A selection of large cap “Gold Chip” stocks are available to choose from that can be included in client portfolios. These are used to provide diversification to reduce volatility and above average price appreciation. A sample of a detailed report on each stock that is invested in can be sent to anyone requesting one.
A professional financial planner Tulsa at First State Investment Advisors is alway willing to take you through the process of making investment decisions for your portfolio if so desired. The clients of First State are always welcomed to schedule an appointment to come in the office and go over their investment portfolio. A quarterly portfolio performance report is sent to clients along with a list of the stocks they own and projected yearly income they are expected to receive from dividends. This will help you bring confidence that your investments are meeting finanial goals you have set.
A business owner can also find exceptional financial planning advice at First State Investment Advisors that would include the operational aspect along with tax exempt employee benefit plans. First State is able to advise you on improving business efficiencies for greater profits and larger positive cash flows. The Firm also has extensive knowledge in recommending employee retirement plans such as 401k Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. If a business already has a retirement in place, First State Investment Advisors can also evaluate and manage it.
Brighten your financial future by contacting the financial planner Tulsa First State Investment Advisors at www.firststate-ok.com or calling (918) 492-1361. Don’t delay in bringing peace of mind by scheduling an appointment. First State believes in making clients comfortable by keeping them informed of the status of their investments and answer any questions they may have concerning their portfolio assets.