Financial Planner Tulsa | Sound Advice Available From Advisor
This content was written for First State Investment Advisors.
An appointment with a competent financial planner Tulsa can be scheduled when calling First State Investment Advisors at (918) 492-1361 or accessing the website www.firststate-ok.com. Professional money managers at First State will discuss with you a long range financial plan after evaluating your current investment situation. Management of client assets has been provided by the Company for over 45 years. A select list of high quality “Gold Chip” stocks is used by First State Investment Advisors to produce investment portfolios suitable to meet client expectations.
First State Investment Advisors forms the basis of making investment decisions with high quality research on large cap stocks which are suitable for clients. The research department is led by a Chartered Financial Analyst who develops and maintains an array of economic predictable methods to project future stock prices. A strict criterion is then used to formulate a “Gold Chip” list of stocks which is constantly monitored and updated with current financial data. This list is unique for at First State and is intended to reduce stock price volatility and result in an above average total return on investment.
The priority at First State Investment Advisors is to establish long range financial plans that meets the goals for investors. These comprehensive plans are used to make suitable investments in the portfolios of clients as a financial planner Tulsa. Each such investment is constantly evaluated and monitored by First State’s money managers. They are always available if a client has a need or question about their portfolio. These portfolios are kept under strict privacy. A quarterly report is sent out to clients indicating their portfolios stock investments and performance.
Along with individual investors, First State Investment Advisors can aid other entities such as businesses with sound financial planning. First State can propose for business owners 401k Plans, Pension Plans, Simplified Employee Pension Plans and SIMPLE IRA Plans for their employees retirement. These can lead to improved loyalty and morale at their business of employees. Retirement plans that are already in existence can be evaluated and managed for improved performance by the Firm. Business owners can also be given advice by First State Investment in order to improve operational efficiency and greater positive cash flow as well as higher profitability.
Contact a customer service representative to schedule an appointment today by calling First State Investment Advisors at (918) 492-1361 or going to the website www.firststate-ok.com. As a financial planner Tulsa, First State’s prime directive is to make sound investments needed to secure its clients an adequate financial future on recommendations made for assets that produce a reasonable rate of total return. First State Investment Advisors is known to consider at all times its clients’ financial situation so call today.