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Things to Consider When Seeking a Financial Advisor in Oklahoma City, OK

May 24, 2018 6:38 pm Published by Leave your thoughts

Just about anyone can refer to themselves as a “financial advisor,” as there isn’t much in the way of qualifications required to do so. Therefore, if you are seeking assistance with your finances or your financial planning, it is important you do your due diligence in researching every potential financial advisor in Oklahoma City, OK you come across. Here are a few of the biggest considerations you’ll want to keep in mind: Education and experience: Check to see the kind of education your advisor received and how much experience they have in their field. Are there any unique qualifications they... View Article

How to Find a Great Financial Planner

May 10, 2018 5:33 pm Published by Leave your thoughts

Managing money is one of the most challenging aspects of daily life. If you’re responsible for overseeing the budget of a business, you’re likely all too familiar with the stress and long nights associated with corporate bookkeeping. Working with a talented financial planner is one way that you can ensure that your accounts remain in good standing. Working with a firm specializing in financial planning in Oklahoma City, OK could help you ensure that your business remains afloat. Financial planning in Oklahoma City, OK involves a complex balancing act. Financial planners analyze your company’s existing accounts, assets and debts, and... View Article