Financial Planner Tulsa | Enlightened Planning
This content was written for First State Investment Advisors.
Have you been spending lots of time searching for a professional financial planner Tulsa? Do you need to make plans for a secure financial future? Contact First State Investment Advisors at www.firststate-ok.com or call (918) 492-1361 to schedule an appointment with one who has over 45 years of experience in both the stock and bond markets. You will obtain a realistic evaluation of your current assets which will lead to a personalized investment program to meet your future money needs. In addition, you will receive first class customer service with a representative always available to First State’s clients.
Investment decisions made on stocks that meet the strict criteria for client suitability is based on high quality research done at First State Investment Advisors. The in-house research department at the Firm is supervised by a Chartered Financial Analyst who estimates future stock prices on a large universe of companies using an array of economic predictable methods. A list of “Gold Chip” stocks considered suitable for client portfolios is monitored constantly and updated with current financial information. An extensive report on each of these stock is available to clients. When you make the call to schedule an appointment with First State, a sample report will be sent if requested.
At First State Investment Advisors, the first thing we do is to get to know the things you would like to do with your money. We want you to see how this financial planner Tulsa will use the stock market to keep your money working for you. First State will not only take care of your money, the staff will always take care of you any other way they can. The Firm’s customer service representatives have been well trained to be able to suit your needs.
The investment recommendations from the financial planners at First State Investment Advisors can aid the financial situation of a business also. The planners at First State can analyze the operations of a business to suggest ways to improve productivity and increase positive cash flow. The retirement experts at the Firm can also assess employee benefit plans and demonstrate ways to improve their performance. They can also help a business decide to start a tax exempt employee retirement and which would be best suited for their needs. These can be Pension Plans, 401k Plans, Simplified Employee Pension Plans or SIMPLE IRAs. Any of them can improve employee morale and retention.
You can bring peace of mind to your financial future by connecting with the financial planner Tulsa First State Investment Advisors. They are dedicated to managing your assets with integrity and competence for the long term. Call a customer service representative at (918) 492-1361 or contact the Firm at www.firststate-ok.com to schedule an appointment with experienced financial planners.