Financial Planner Tulsa | Productive Planning
This content was written for First State Investment Advisors.
For superb financial planning advice from a financial planner Tulsa, go to the website of First State Investment Advisors at www.firststate-ok.com or call (918) 492-1361 to talk to a customer service representative to schedule an appointment. Evaluations of investment portfolios, including both stocks and bonds, have been done by the advisors at First State for over 45 years. These provide a basis for making recommendations to develop a long term investment growth plan for clients. You can begin a path at First State which can lead to a secure financial future by calling the Firm today.
The supervision of a proprietary stock research department at First State Investment Advisors is done by a Chartered Financial Analyst. The analyst develops and maintains a system of predictable methods used to make forecasts of future stock prices. A wide range of stocks is closely monitored by the system and is data is continuously kept current with financial information for each stock. Those that are suitable for client portfolios and exhibit above average price appreciation potential are selected for investment and diversification. This are included on a “Gold Chip” list of stocks. First State clients have available to them extensive stock reports and a sample can be sent upon request when making an appointment.
The primary goal is to get to know their clients on a personal and financial level in order to predicate their investment advice on their total needs. This is used to show the advantages of this financial planner Tulsa to attain investment goals by taking advantage of expertise of the Firm’s money managers. First State also has a well trained staff to meet the needs of clients. The financial planners at First State Investment Advisors always keep in mind the investment needs the expectations of their clients.
Financial advice given by First State Investment Advisors can be applied by business owners in addition to individual investors. Business operations and employee employee retirement plans can both benefit from the recommendations received at the Firm. The financial planners at First State can set up the proper benefit plans such as 401K Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRAs. If plans are in place, those can also be evaluated and managed by the Firm. First State Investment Advisors can suggest ways to improve business profitability and increase positive cash flow.
You should consider First State Investment Advisors in order to have your financial needs handled properly by a financial planner Tulsa. An association with First State can aid any size of investment portfolio . A customer service representative can schedule an appointment when you call (918) 492-1361 or go to the Firm’s website at www.firststate-ok.com. Meeting the investment needs of with exceptional customer service if the primary goal at First State. Call them today if you are in need of competent asset management.