Alan Suiter has expertise in analyzing his clients' financial situation and helping them
identify the financial options that will maximize their goal-reaching potential. With nearly 34
years of financial planning expertise and without the blinders forced on many other financial
planners by the restrictions of the large corporations they work for, Alan has the know-how and
the freedom to create diverse investment portfolios for his clients, whether their investment
goals are for retirement, education trusts, or estate planning.
Because First Financial Consultants is an independent financial planning office, Alan is able to take the time to listen to his clients, identify their unique needs, educate them about their options, and then connect them with the investments that will help them reach their goals and objectives. If you are a retiree, semi-retired, or actively preparing for a more productive retirement yet to come, make an appointment with Alan today.
Alan put himself through college at Joplin's MSSU working as a journeyman mechanic for Freightliner. He attends Wesley United Methodist Church and serves by driving the church bus for various groups, like the youth and veterans. He enjoys his free time by riding his motorcycle and backpacking. He has been very involved in scouting, having served as a Scout Master and on the Ozark Trails Council of the BSA. He has attended both national jamborees and a world jamboree and has hiked Philmont Scout Ranch in New Mexico several times.
First Financial Consultants, Inc., Financial Planning Consultants, Springfield, MO.
|Firm Start Year:||1989|
|Name of Broker/Dealer:||Client One Securities|
|Name of Custodial Firm:||Charles Schwabb|
|Number of Years with Current Firm:||27|
|Work Experience:||Fully Licensed in Insurance and Securities since 1984. I have owened my own company since 1989 as an independent financial advisor.|
|Work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Foreign Languages Serviced:||Thai, Chinese and Spanish|
|Investment Types:||Insurance, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Mutual Funds, Bonds|
|Can meet clients in the following ways:||Our Office, Your Home, Via Phone, Via Email, Video Conference, Your Office|
|Firm's Number of Clients:||642|
|Advisor's Number of Clients:||640|
|Advisor's Number of Managed Clients:||115|
|Advisor's Number of Planning Clients:||425|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$10,000|
Why should I choose you as my financial advisor?
Fully licensed in insurance and securities for 37 years.
What are your qualifications? What is your education background?
Finding out what each persons goals and objectives are and helping them understand what is available in the market place to accomplish those goals and objectives.
How do you charge for your services?
Investments and Financial Planning
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Bois D Arc||Brighton|
|Pleasant Hope||Ponce De Leon|