Financial Planner Tulsa | Forthright Planning
This content was written for First State Investment Advisors.
Get in contact with First State Investment Advisors by calling (918) 492-1361 or going to the website www.firststate-ok.com to set up an appointment when you are searching for a highly respected financial planner Tulsa. The money managers at First State have over 45 years of experience in assessing your current portfolio investments. They will then be prepared to suggest the investment advice needed to improve your long term financial outlook.
All investments that are considered to be suitable for client portfolios are developed through proprietary methods of stock evaluation by the research department at First State Investment Advisors. A Chartered Financial Analyst at First State oversees the development and maintenance of predictable methods used to project future prices for a wide range of stocks. From this rigorous criteria is selected a “Gold Chip” list of highly diversified stocks acceptable for inclusion in client portfolios forecast to have above average total returns with reduced volatility. An extensive report on each investment is available for all clients. A sample report can be requested when calling to make an appointment with First State Investment Advisors.
What separates First State Investment Advisors from other financial planner Tulsa is that clients are treated as if they were family. Each employee at First State is trained to insure clients are treated with great respect. The highest level of customer service is provided to in order to make a comfortable environment in which clients can have confidence in the investment strategies developed at First State.
For business owners, the advice given by First State Investment Advisors can benefit both financial operations and tax exempt employee retirement plan aspects. First State can help form employee benefit plans such as Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401k Plans. For established employee retirement plans, the extensive experience of the Firm and be used for evaluation and for managing them in the future. First State Investment Advisors can also make suggestions in improving profitability and positive cash flows for a business owner.
It should be an easy choice to choose First State Investment Advisors for financial services now that you have seen the difference it has from other financial planner Tulsa. The money managers also keep the client’s best interest in mind when making investment decisions for their portfolios. So call a client services representative at (918) 492-1361 or go to www.firststate-ok.com to schedule a confidential meeting and have an investment plan designed that is tailored to your long term financial needs.