Steps to Hiring a Financial Advisor in Tulsa
Managing your finances is not as easy as it looks. Proper money management requires extensive professional knowledge, expertise, and experience. While some people may have the expertise to handle their finances, others may need the services of a financial advisor in Tulsa.
A financial advisor is someone who provides professional financial services and guidance to clients based on their financial situation. Financial advisors can help you plan for life events such as retirement, investment, and wealth consolidation. However, finding and hiring a financial advisor in Tulsa can be quite a daunting task.
In this article, we provide five steps that can help you find the right financial advisor in Tulsa, and why Burkholder Wealth Management is the right choice for you.
Step 1: Identify Your Needs
Before hiring a financial advisor in Tulsa, it is essential to identify your needs and what you expect from the advisor. Determine your financial goals, whether short-term or long-term, and what you would like to achieve in terms of investment, retirement, or wealth management. Understanding your specific financial needs will help you identify the right financial advisor who can provide specialized services to cater to your financial needs.
At Burkholder Wealth Management, we take a holistic financial planning approach that allows each advisor to work with 100 clients. This ensures our advisors can bring all their expertise and creativity to each client’s case, providing personalized financial plans for clients at various life stages.
Step 2: Research Prospective Advisors
Once you have identified your financial needs, you can begin your search for a financial advisor in Tulsa. You can start by researching online, seeking recommendations from friends and family, or your existing professional network.
At Burkholder Wealth Management, we combine expertise and a personalized approach to provide our clients with specialized services such as portfolio management, tax planning, retirement planning, wealth transfer, business planning, and executive benefits. Our advisors hold the Chartered Financial Analyst® designation, the Gold Standard of investment certifications, ensuring you receive the best financial guidance.
Step 3: Schedule a Consultation
Once you have identified a few prospective financial advisors in Tulsa, schedule a consultation with each of them. During the consultation, you can discuss your financial needs, your goals, and the advisor’s services.
At Burkholder Wealth Management, we offer a free initial consultation to help you determine whether our services align with your financial needs. Our advisors are available to discuss your financial goals, clarify any confusion, and answer any questions you may have.
Step 4: Ask Questions
During the consultation, ask the financial advisor questions to determine if they are the right fit. These could include queries regarding their experience, approach to financial planning, the strategies they intend to use, and how they plan to involve you in the decision-making process.
At Burkholder Wealth Management, our advisors strive to understand our clients’ unique financial circumstances before devising strategies tailored to their needs. We develop a proactive, long-term strategy that provides our clients with peace of mind and financial security.
Step 5: Assess the Relationship and Decide
After the consultation, assess your relationship with the financial advisor and determine whether they are the right fit. Consider their communication style, expertise, availability, and whether they have the capacity to meet your financial needs entirely.
At Burkholder Wealth Management, our advisors work with you every step of the way, providing personalized financial plans that cater to your needs and goals. We are committed to building long-term relationships with our clients, ensuring they receive quality financial services and financial peace of mind.
Hiring a financial advisor in Tulsa is a crucial decision that can have far-reaching impacts on your financial future. Finding the right financial advisor requires proper research and planning. Burkholder Wealth Management is the premier financial advisory firm in Tulsa, providing clients at various life stages with personalized financial plans.
We are the right choice for you due to our personalized approach, our advisors’ expertise in managing investments based on the Chartered Financial Analyst® approach, and our commitment to building long-term relationships with our clients. Contact us today to schedule a consultation and begin your journey to financial independence.