Not all financial advisors offer the same services. As a senior, it is best to find someone who offers senior specialist services, as they are better able to understand your needs and help you get started saving for retirement. Just be careful that the consultant actually has the title he says and is certified in the area by the state of Tulsa. Not everyone is genuine in their care for seniors and wanting to make them feel cared for in this time of need.
Many people decide to work with a financial advisor when it is already too late. They wait to find a consultant until their finances have gone down the drain and they hardly have any money left to invest. It is best to begin the process of working with a professional while you still have money left and you are in a better financial spot to do so. This way, you can be sure to make a positive financial gain that will help you down the line when unexpected expenses come up that you need to pay. A senior advisor will guide you on how you should invest to make the most of your money and get a start on retirement funds.
The National Association of Personal Financial Advisors, or NAPFA, provides detailed results on consultants in each area across the U.S. Numerous locations exist in Tulsa, including Disciplined Investments, Warburton Capital Management, AmeriTrust Investment Advisors, and SageOak Financial. Their telephone numbers, email addresses, websites, and other contact info show up by their names.
The ten best financial advisors got ranked and reviewed by Advisory HQ. View their list to determine the top rankings and see their highlighted features, such as whether they offer custom plans, provide a full suite of services, or focus on retirement resources. You can also use the tool at the bottom of the page to discover the best bank accounts for savings or MMA based on amounts and interest fees.
Each consultant offers different services and prices. Look at the websites mentioned above, plus the CFP Board website, to determine who provides the best costs and services related to what you need. Some have high minimum investments that you may not be able to meet. If this is the case, you need to focus on a lower minimum offering provided by a different company. Stifel, Nicolaus & Company offers a $50,000 minimum, for example, while Arvest West Management sits at $1,000,000.
You want to be sure you trust the advisor you are working with, even in the beginning. Selecting a consultant that already has a bankruptcy on his record, or a consultant who has been disciplined by the board, will leave you wondering whether he will produce the results you want. Choosing a professional with a solid history and no disciplinary action against him is best for starting out with a higher amount of trust.
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