Financial Planner Tulsa | Intelligent Planning
This content was written for First State Investment Advisors.
Wanting to find a highly respected financial planner Tulsa? Get in contact with First State Investment Advisors at its website www.firststate-ok.com or call a customer service representative at (918) 492-1361. First State has been assessing portfolio assets for over 45 years. The Firm’s financial planners are then able to develop and recommend a long term investment strategy to provide for your financial future. The basis for this sound planning is a list of high quality “Gold Chip” stocks with a potential to produce above average price appreciation and dividend yield.
Research of high quality stocks is extremely important at First State Investment Advisors in forming the foundation for making prudent investment decisions. Methods have been developed in collecting data and evaluating stocks that are overseen by a Chartered Financial Analyst. These predictable methods are used through careful analysis to develop a “Gold Chip” list of select above average stocks suitable for client portfolios. The list is well diversified in order to provide lower volatility and maximum performance for the long term growth of client accounts. Portfolio reports are sent quarterly to clients in order to keep them up to date on their investments status. Clients can also request an extensive report on any stock in their portfolio.
First State Investment Advisors welcomes each client as part of an investment family, unlike many other financial planner Tulsa. Each employee at First State undergoes a customer service training program to insure clients are given great respect at all times. Clients can be assured of the highest level of customer service along with a comfortable environment that promotes confidence in the financial plans designed for them at First State.
Other entities can be helped by First State Investment Advisors besides the individual investor. Business owners can add a benefit to their employees when they offer retirement plans such as Pension Plans, 401K Plans, Simplified Employee Pension Plans and SIMPLE IRAs. A business owner can increase productivity, employee loyalty and morale with these benefits. First State’s advisors are expert in evaluating current employee benefit plans and propose ways to manage them in order to increase their long range growth prospects. Recommendations can also be made by the financial planners at First State Investment Advisors to improve business productivity and positive cash flow.
Always keep in mind that the client’s best interest is the primary objective for the financial planners at First State Investment Advisors. By calling a customer representative today at (918) 492-1361 or going to www.firststate-ok.com today, you can schedule a confidential and comprehensive evaluation of your current financial situation at a financial planner Tulsa. The suitability of each investment decision made at First State considers a client’s long term financial goals.