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Tulsa Financial Planners

Tulsa financial planners offer a range of services to their clients in this thriving Oklahoma community. From investment counseling and portfolio management to retirement planning and tax preparation, a Tulsa financial planner can be a valuable ally in your money management strategies. Use convenient online search tools to collect information from several reliable Oklahoma financial planners in your area.

Once known as the Oil Capital of the World, Tulsa has diversified its economy to include the aerospace industry, manufacturing, information technology, finance, transportation and higher education. Tulsa and the surrounding areas offer a wealth of professional, cultural and recreational opportunities to its residents. The city features museums, art galleries, sports arenas, theaters and many other venues for entertainment. Working professionals in Tulsa rely on Oklahoma planners to help them make the most of life in this colorful city.

Choosing the Right Planner

Finding Tulsa financial planners has never been easier or more convenient. Online financial planning search tools make it possible to search for planners in the security and comfort of your home or office. Within a very short time, you can gather details about some of the most reputable financial planners in your community using your personal computer.

A Tulsa financial planner may come from any one of a number of different professional backgrounds and may have certification and specialized training in one or more areas. Finding the right financial planner requires a comparison of the best professionals in your area and a consideration of each advisors background. A Tulsa financial planner may have a bachelor's or master's degree in business, finance, or in the humanities. Planners may have a professional background in accounting, insurance underwriting, portfolio management or retirement planning.

The Oklahoma planner you choose should have training and experience that match your goals. If you are looking for a financial expert who can help you prepare your taxes, consider hiring an expert who is also a Certified Public Accountant, or CPA. If you are interested in specific investment strategies, look for a Tulsa professional with training and certification in securities.

The designation of Certified Financial Planner, or CFP, was created in 1970 to recognize professionals who had achieved a high level of education, experience and integrity in the field. A Chartered Financial Consultant, or ChFC, has been designated as a professional who is qualified to provide advice on money management, tax preparation, insurance, retirement planning and other key components of a personal strategy.

Although it's easy to find a variety of qualified experts in Tulsa, not every Tulsa financial planner will meet your needs. Ask a prospective planner about his or her background, philosophy of money management and areas of special interest. At your first meeting, Tulsa financial planners should present you with a fee schedule that sets out the cost of services in detail. Some advisors in OK charge a flat fee for their services, while others earn a living from commissions on the investment or insurance products they sell. Many OK planners charge a flat rate plus a fee for specific projects.

Personal Estate Planning

Estate planning is an essential task that many OK residents put off until it's too late. Although it may not be pleasant to think about how your loved ones will get by after you're gone, or where your property will go when you pass away, it's important to address these questions with the help of a Tulsa advisor. Your consultant can help you review your current will and other documents to make sure you are up to date on your plans for the distribution of your property.

An estate constitutes all of the property you own, such as your house and car, as well as assets like retirement accounts, stocks and bonds, savings accounts, coins and other collectibles. You don't have to be wealthy to have an estate or to benefit from the advice of a Tulsa financial planner. If you should pass away without a will or an estate plan, your assets would be distributed by the state or by parties who might not be aware of your wishes.

In addition to your last will and testament, you should have an advance directive that describes your wishes if you should become incapacitated. You should also name a medical power of attorney who can make decisions for you if you are unable to express your own wishes because of an illness or injury. Your retirement funds, life insurance policy and other assets should be assigned to the correct beneficiaries, so that your property doesn't end up in the wrong hands.

Tulsa financial planners have extensive knowledge of all of the key aspects of personal planning. From preparing for the birth of your first child to writing your will, an advisor can help you prepare for life's major events. Work with an expert who understands your goals and appreciates your values.

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Financial Planners in Tulsa

Kraig McFarland
Kraig McFarland
7134 S. Yale Ave.
Suite 700
Tulsa, OK 74136

Carter Cowan
Carter Cowan
7666 E. 61st St., Suite 350
Tulsa, OK 74133

Scott Woflord
Scott Woflord
7633 E. 63rd Place
Suite 300
Tulsa, OK 74133

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.