Financial Planner Tulsa | Honest Planning
This content was written for First State Investment Advisors.
You can contact a knowledgeable financial planner Tulsa by calling First State Investment Advisors at (918) 492-1361 or contact them at www.firststate-ok.com. Investment decisions have been made by its experienced money managers for over 45 years in both stocks and bonds. You can receive a comprehensive evaluation of your financial assets at First State at a confidential appointment that is scheduled with a customer service representative. After which a long term financial plan can be tailored to your specific needs. The financial planners at First State Investment Advisors always considers the future financial needs of their clients.
First State selects investments that are suitable in meeting the needs of clients using sophisticated research on a large array of stocks. This research department is supervised by a Chartered Financial Analyst who collects and continually updates financial information . This information is used to project future stock prices utilizing several predictable methods. Those stocks deemed appropriate to include in client portfolios are placed on a select “Gold Chip” list. This list is used to produce above average price appreciation with lower volatility. First State Investment Advisors clients can request an extensive report on each of the selected list stocks. A sample report can be sent if desired when you make an appointment with First State.
The financial needs of clients can be met when a long term plan is formulated for them at First State Investment Advisors. This first thing you will notice when coming in for your first meeting with this financial planner Tulsa is the time spent with the money managers in getting to know you personally and financially. This is how building an investment portfolio can bring peace of mind with a realistic rate of total return. Today is the best time to contact First State Investment Advisors where your best interests are alway kept in mind.
Not only individuals but also business owners can find useful the sound advice that is received at First State Investment Advisors. The financial planers at First State can recommend a tax-exempt employee benefit plan for business owners who want to set one up. These include Pension Plans, Profit Sharing Plans, Simplified Employee Pension Plans, 401k Plans and SIMPLE IRAs. The Firm can also evaluate and manage established retirement plans. Financial advisors at First State also have the ability to examine the operational aspects of a business that can be used to increase profits and positive cash flows.
You can be assured First State Investment Advisors as a financial planner Tulsa will be able to meet your long range investment goals no matter the size of your financial assets. The ability of First State to produce a reasonable rate of total return on investments has been exhibited for both businesses and individuals. By contacting First State Investment Advisors at www.firststate-ok.com or calling (918) 492-1361, you will experience the personal touch from both money managers and outstanding customer service.