Financial Planners Tulsa OK

5 Questions to Ask Your Financial Planners in Tulsa OK

It’s crucial for readers looking to engage financial planners to understand if the firm is the perfect fit for them. The appropriate inquiries will enable you to learn more about their business practices, level of experience, and suitability for your needs. Here are 5 important inquiries to put to financial planners in Tulsa, OK, to assist you make wiser financial decisions.

  1. What are your qualifications?

When asking about qualifications, consider the training and education of the financial planner in question. At Burkholder Wealth Management, our financial planners are Certified Financial Planners (CFPs) or Chartered Financial Analysts (CFAs). These certifications require extensive training and education to earn, and often indicate a deep understanding of the industry.

  1. How do you manage investments?

The investment management process of financial planners is a crucial component. It’s important to gather information from the financial planner to determine their investment approach, including investment style, how they diversify investments, and how they balance portfolios. At Burkholder Wealth Management, our experts have a unique process for managing investments based on the Chartered Financial Analyst® approach. By considering risk and return in an ever-changing environment, we structure portfolios that best suit each client’s needs.

  1. What is your fee structure?

Asking about fee structures is key to determining whether your financial planner is a good fit for you. At Burkholder Wealth Management, we work on a flat fee. This means that our clients pay a fixed rate instead of fees based on the assets they have under management. This approach allows us to eliminate conflicts of interest between clients and advisors and to focus our attention on our clients’ needs.

  1. What is your approach to financial planning?

Getting a sense of the financial planner’s approach to financial planning is an excellent way to determine if they are the right fit for your needs. Burkholder Wealth Management takes a holistic approach to financial planning that allows each advisor to work with up to 100 clients. This ensures our advisors can bring all their expertise and creativity to each client’s case. We work with a team of experts to ensure we provide personalized financial plans for clients at various life stages.

  1. How do you work with clients?

A financial planner’s approach to working with their clients can make all the difference. At Burkholder Wealth Management, we value strong relationships. We take a personalized approach to our work, getting to know our clients deeply and helping them move toward financial freedom. We also structure our services, such as outsourced CFO, to bring more value to the client and help them achieve their goals.

In conclusion, asking the right questions before hiring financial planners in Tulsa OK is essential. At Burkholder Wealth Management, we strive to personalize our approach to meet every client’s unique needs. Our Chartered Financial Analyst® approach allows us to structure personalized portfolios and bring real value to our clients. We also work on a flat fee structure to eliminate conflicts of interest and match our clients’ interests entirely. Contact us today and experience the difference of superior financial planning.