Financial Planner Tulsa | Esteemed Planning
This content was written for First State Investment Advisors.
An advisor that is a financial planner Tulsa who is competent and highly respected is First State Investment Advisors with over 45 years of experience. They can be contacted at website www.firststate-ok.com or at (918) 492-1361 to set up an appointment at your convenience. The professional financial planners at First State will sit down with you and go over the current status of your investment portfolio. This will lead to a discussion concerning your future financial needs and a long term plan to meet them will be suggested. Today is the day to start on the road to a secure future.
First State Investment Advisors has developed a unique research department that produces suitable investment recommendations for clients. To provide portfolios with a reasonable rate of total return, future stock prices are forecast using multiple predictable methods. The department is overseen by a Chartered Financial Analyst who maintains a selected list of high quality “Gold Chip” stocks that uses portfolio diversification to reduce investment risk. Clients can request a comprehensive report on each stock in their portfolio so that they may become comfortable with their assets. You can request a sample report when making your appointment with First State.
The best way the money managers at First State Investment Advisors get to know their clients is the time spent with them. Getting to know them at this financial planner Tulsa, both on a personal and financial level, is the first thing that is done. This is the best way to be able to devise a customized plan to get the best performance results possible in order to meet goals that are set. As a client, you will always be welcome to come to First State’s office for a consultation.
Business owners can also get advice at First State Investment Advisors in areas such as operations and employee benefit plans. The experiences money managers at the Firm can suggest an employee retirement plan, such as 401K Plans, SIMPLE IRAs, Pension Plans or Simplified Employee Pension Plans, which is best suited for a business. These tax exempt plans can boost morale and reduce employee turnover. They can also review current plans and demonstrate how they may be able to provide a better return on investment. The financial planners at First can also make recommendations on changes that can be made to a business operations model to increase profitability and positive free cash flow.
Scheduling an appointment at this financial planner Tulsa can be done by calling a customer service representative at (918) 492-1361 or going to First State Investment Advisors website at www.firststate-ok.com. First State’s prime directive is to make sound investments for clients in order to adequately provide a reasonable rate of return on their assets in order to meet their future financial needs. Today would be the best time to begin the process.