Categories for Financial Advisor

Why Do I Need a Financial Advisor in Oklahoma City, OK?

March 12, 2019 5:55 pm Published by Leave your thoughts

A financial planner is a professional who advises clients on the best strategies for saving and investing their money to achieve long-term growth and other financial goals. You might have a specific financial goal in mind, such as retiring, purchasing a house or paying for a child’s college education, or you might simply wish to get a better grasp of the overall state of your finances and what you can do to get yourself into a healthier monetary state. Financial advisors in Oklahoma City, OK are a bit different from accountants, who typically have a narrower focus, such as helping... View Article

Is It Really Worth Hiring a Financial Advisor in Oklahoma City, OK?

September 6, 2018 11:11 pm Published by Leave your thoughts

You’ve probably at some point had someone recommend you hire a financial advisor for your business. Perhaps you’re aware of some of the services financial advisors can provide, but the big question you’re likely to have is, “Is it really worth the cost?” While the answer is going to be different for all business owners depending on their circumstances, there are certainly many entrepreneurs who benefit greatly from the services of financial advisors every single day across the United States. If you’re looking for assistance in planning for the future of your business and some aid in achieving the goals... View Article

Tips for Choosing the Right Financial Advisors in Oklahoma City, OK

July 10, 2018 7:30 pm Published by Leave your thoughts

You want to move forward with sound investments and good financial practices, but you need sound financial advice to stay in the black. How can you choose the right financial advisors in Oklahoma City, OK for your needs? To find the best advisor for you, keep the following considerations in mind. Use these tips to properly vet each advisor and determine if they are the right professional for you. Fee Schedule Find out how the financial advisor in Oklahoma City, OK charges their clients. Are their services commission-based, or do they charge a set fee? Do they offer package prices... View Article

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