WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Tulsa, Oklahoma. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Tulsa, Oklahoma|
|Financial Advisor||Office Location||Phone Number|
Retirement Benefit Advisors
212 North Main Street,
Sand Springs, OK 74063
Fee-Based, Based on Assets, Commissions
212 North Main Street,
OK 74063 Phone Number (918) 2454012
Both of Steves grandmothers were proud and hardworking, and it was not their plan to end up in nursing homes for the remaining years of their lives, but they did. Steve had wished differently for them, and this became his calling. It is his goal and mission in life to educate retirees on how to properly plan and prepare for retirement. Steve started his career in the financial services profession in 1979 advising seniors and retirees in northeast Oklahoma on Medicare and the importance of long-term care. He is motivated to educate seniors and his peers on the importance of managing risk in retirement, because he believes thats missing among todays retirement income planning professionals. Steve has earned the designation of Retirement Income Certified Professional® from the American College of Financial Services. This allows him to better serve retirees and pre-retirees seeking professional retirement income planning advice. This designation allows him to continue offering the level of professional and comprehensive service that he believes every retiree should have. Steve also conducts educational workshops on risk management and comprehensive retirement income planning. He has served on the local and state boards of the National Association of Insurance and Financial Advisors (NAIFA) as a past state president and past president for the Tulsa chapter. In his spare time, Steve loves traveling and spending quality time with his wife Sharon of 45 years. They have two children and three grandchildren. He is an accomplished martial artist and enjoys going to the gym and running with his dogs, Comet and Ace.
Our firm focuses on helping clients plan for their retirement. In other words, we help you work toward financial independence by encouraging a savings plan, educating you on options for retirement income and helping you to understand how to protect your retirement nest egg. We work with you to develop a comprehensive financial plan to identify your needs for your desired retirement age and lifestyle. We will also focus on the preservation of your wealth during both the accumulation and distribution stages of retirement planning. We provide each client with a clear road map for navigating toward his or her individual financial goals. Our ability to confidently work with you in the face of changing economic times is a tribute to thorough planning methods.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
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