Financial Planner Tulsa | Constructive Planning
This content was written for First State Investment Advisors.
For superb advice on your financial plans, look to First State Investment Advisors at their website www.firststate-ok.com or call (918) 492-1361. As a financial planner Tulsa, First State has professional money managers with over 45 years of experience. They will undertake a thorough examination of your current financial situation then recommend ways to improve your long term outlook. The staff at the Firm also has the expertise to handle any questions you may have about your portfolio or assist you in any way. Don’t delay and schedule a confidential appointment.
First State Investment Advisors is one of the few financial planners that has a Chartered Financial Analyst that supervises an in-house research department. The Firm uses this department to develop and maintain a range of predictable methods used to project future prices encompassing many stocks. A diversified list of high quality “Gold Chip” stocks is then compiled to form a select list that are appropriate for client portfolios. The aim of this list is to produce above average price appreciation with lower risk tolerance. Reports on each of these stocks, which are available to clients, are compiled and constantly updated. If you are interested, you can request a sample report and one will be sent.
The highly capable financial planners at First State Investment Advisors like to get to know their clients on an individual level. This allows them as a financial planner Tulsa to develop a personalized portfolio which meets your investment perspective and expectations. They also use diversification to provide above average price appreciation with lower risk. The staff at First State have also been well trained to give the highest level of customer service.
Not only are individuals given meaningful financial planning advice, First State Investment Advisors also has expertise in providing it to business owners. The Firm’s financial planners can examine and recommend ways to improve the performance of employee benefit plans. They can also suggest the proper employee retirement plan to those owners that want to being one. These can include Pension Plans, Simplified Employee Pension Plans, 401k Plans and SIMPLE IRAs. Establishing these plans can improve employee loyalty and retention. Ways can also be proposed by First State to improve operational efficiencies to increase profits and positive cash flow.
Consider First State Investment Advisors if your current investments need to be handled professionally by a financial planner Tulsa. An appointment can be scheduled today with an outstanding money manager by calling (918) 492-1361 or going to the Firm’s website at www.firststate-ok.com. The main objective at First State is to bring total satisfaction to your investment expectations along with providing excellent customer service. Call First State Investment Advisors if you are needing competent management of your assets.