Financial Planner Tulsa | Good Planning
This content was written for First State Investment Advisors.
If you have been inquiring about a financial planner Tulsa, you should contact First State Investment Advisors at www.firststate-ok.com or call (918) 492-1361 to schedule an appointment with a customer service representative. First State can formulate a financial plan for your long range goals after a comprehensive review of your current financial status. The Firm’s experienced money managers can use their over 45 years of experience to recommend sound financial advice for your investment portfolio. You will receive a great benefit when choosing First State Investment Advisors to make investment decisions.
To satisfy the investment needs of First State Investment Advisors clients, in-house research methods have been developed to evaluate stocks. A Chartered Financial Analyst at the Firm has built and maintains several predictable methods in order to project future prices of a great many stocks. This research then results in the selection of a “Gold Chip” list of high quality stocks that are used to build a diversified portfolio which meets the needs of clients of First State. The prospects of above average growth of the portfolios along with limiting volatility improves with this diversification. A sample of an extensive stock research report is available when scheduling an appointment with First State Investment Advisors.
The effort made by First State Investment Advisors in getting to know its clients is what sets it apart from other financial planner Tulsa. This is the best way First State believes it can customize a financial plan for any client regardless of the size of their portfolio. The Firm strives to insure that the experience of the interactions between staff and clients is the best possible. The experienced staff at First State Investment Advisors wants to make sure clients are pleased with the customer service.
For business owners, First State Investment Advisors can recommend a variety of tax exempt investment vehicles they can provide employees in order to improve morale and retention. This includes Profit Sharing Plans, Pension Plans, Simplified Employee Pension Plans, SIMPLE IRAs and 401k Plans. The financial planners at First State have great experience in initiating these plans and are also able to evaluate established plans and manage them for the future. The operations of a business can also be analyzied at First State Investment Advisors to improve profitability and positive cash flow.
The financial planners at First State Investment Advisors always make investment decisions with the best interest of clients in mind. The main objective at this financial planner Tulsa is to bring peace of mind to clients by attaining their long range financial goals through appropriate financial advice. A promising financial future can start today when you call First State’s customer service at (918) 492-1361 or contacting them at www.firststate-ok.com.