| Advisor Profile |
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| Name: |
Alan Suiter |
| Phone Number: |
(417) 881-0400 |
| Website: |
Visit Website
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About First Financial Consultants |
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. |
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General Information |
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| Name of Broker/Dealer: |
Client One Securities
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| Name of Custodial Firm: |
Charles Schwabb
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| States Willing to do Business in: |
Ash Grove,Billings,Bois D Arc,Brighton,Brookline,Bruner,Chadwick,Clever,Crane,Elkland,Everton,Fair Grove,Fordland,Halltown,Highlandville,Hurley,Marionville,Marshfield,Morrisville,Nixa,Oldfield,Ozark,Pleasant Hope,Ponce De Leon,Republic,Rogersville,Sparta,Spokane,Springfield,Strafford,Walnut Grove,Willard
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| Years of Experience in Financial Services: |
34
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| Number of Years with Current Firm: |
27
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| Work Experience: |
Fully Licensed in Insurance and Securities since 1984. I have owened my own company since 1989 as an independent financial advisor.
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| I work with the following types of clients: |
Businesses, Non-Profit Organizations, Individual Investors
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| Foreign Languages Serviced: |
Thai, Chinese and Spanish
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Services |
| Investment Types: |
Mortgages & Real Estate, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments
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| I can meet clients in the following ways: |
Via phone, At your office, At your home, At my office, Video Conference, Via email
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Firm Information |
| Firm's Number of Clients: |
642
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| Advisor's Number of Clients: |
640
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| Advisor's Number of Managed Clients: |
115
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| Advisor's Number of Planning Clients: |
425
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Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: |
$10,000
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| Prepared By: |
Alan Suiter |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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Fully licensed in insurance and securities for 37 years. |
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What is your approach to financial planning? |
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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. |
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What services do you offer? |
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Investments and Financial Planning |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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How are you compensated? How will I pay for your services? |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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It depends on the services contracted for. In some cases yes in other cases we have discretionary authority. |
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Do you offer any guaranteed results? |
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We are not allowed to by rule. |
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How much risk should I be willing to take? |
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That is different to each investors. Some like to take very little or no risk others are willing to take reasonable risk. |
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What is your experience? How many clients do you currently manage? |
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37 years of experience and about 640 clients. |
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What financial institution(s) do you represent? |
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I am independent and able to represent almost any organization unless they area captive situation. |
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Do you provide a free initial consultation? |
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Why should I choose you as my financial advisor? |
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One that you feel comfortable with that you feel answers your questions straight forward. Most advisors have the same investments available to them. So it should be based on experience and your comfort level with them. |
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