Financial Planner Tulsa | Educated Planning
This content was written for First State Investment Advisors.
Have you been diligently searching for a financial planner Tulsa that can give you first class investment advice? The one to schedule an appointment with is First State Investment Advisors by contacting them at www.firststate-ok.com or calling (918) 492-1361. The financial planners at First State will use their over 45 years of experience to analyze your current financial situation and develop a plan to help realize the investment goals you would like to see met. First State also prides itself in the outstanding staff which provides prompt service to every request concerning the client’s account.
First State Investment Advisors has a productive research department whose primary function is to analyze financial data on a great many stocks and forecast their future stock prices using predictable methods designed by a Chartered Financial Analyst. The financial information for these companies is constantly monitored. From these stocks are chosen ones to be included on a “Gold Chip” list available for selection to invest in client portfolios. The list is well diversified and aimed to provide total return on investment that is above average along with a reduction of risk.
As a financial planner Tulsa, the staff at First State Investment Advisors first goal is to make you feel comfortable when arriving at your appointment. They like to get to know you as a person along with finding out the best ways the money managers at First State can help attain your investment goals. In the end, you are going to be able to see how your money is being handled to make investments that work for you.
A specialty at First State Investment Advisors is assessment and management of employee benefit plans for business owners to improve performance. These include 401k Plans, SIMPLE IRAs, Pension Plans and Simplified Employee Pension Plans. The financial planners at First State can also suggest the proper retirement plan a business owner may want to provide for employees. These have been shown to increase employee morale and retention. The financial operations of a business can also be analyzed and improvements be recommended by the advisors at First State Investment Advisors in order to increase positive cash flows and improve profitability.
When calling the financial planner Tulsa First State Investment Advisors at (918) 492-1361, a customer service representative is available to schedule your confidential appointment at your convenience. You can also schedule one at First State’s website www.firststate-ok.com. You can bring peace of mind to your financial future knowing the primary concern of everyone at First State Investment Advisors is making sure you are comfortable with investment decisions that are made for you are always in your best interests.