Financial Planners Tulsa
At Burkholder Wealth Management, we understand that everyone needs access to financial planning services, regardless of their income. That’s why we offer affordable financial planning services to clients in Tulsa. As a result, our clients can access knowledgeable and experienced financial planners at an affordable price. As professional financial planners in Tulsa, OK, we are dedicated to creating personalized financial strategies that align with your unique goals and aspirations.
Financial Planners in Tulsa: Affordable Options and What You May Miss Out On
While affordable financial planners exist in Tulsa, they don’t always offer the same quality of service as Burkholder Wealth Management. More affordable financial planners may use a template-based approach, which isn’t always effective for every client’s unique situation.
At Burkholder Wealth Management, we take a more personalized approach, getting to know our clients personally and considering their financial goals to create a tailored plan. Our advisors are well-equipped to handle even the most complex planning needs, including portfolio management, tax planning, retirement planning, wealth transfer, business planning, and executive benefits.
If you are looking for a certified financial planner in Tulsa, OK, committed to guiding you through every step of your financial journey, you’ve found one! We offer comprehensive financial planning services that focus not only on wealth creation but also on wealth preservation and legacy planning.
In Addition
Another factor to consider when choosing an affordable financial planner in Tulsa is the importance of the Chartered Financial Analyst® approach that Burkholder Wealth Management adopts. The CFA® designation is widely regarded as the gold standard of investment certifications, and those who have earned the designation have demonstrated advanced investment analysis and real-world portfolio management skills. At Burkholder Wealth Management, we are proud to keep our knowledge current and to implement the best practices through the CFA program.
Moreover, affordable financial planners may lack the resources to offer a comprehensive approach to their clients. In contrast, we offer our clients outsourced CFO services, enabling us to be more proactive in creating long-term financial strategies. As a trusted Tulsa financial advisor, our commitment to you extends beyond just financial planning services. We also serve as wealth advisors, dedicated to managing your wealth effectively and efficiently to secure a financially stable future. We also consider the importance of legacy planning, ensuring that our client’s assets are passed down to their beneficiaries in the most efficient manner possible.
The Burkholder Wealth Management Difference
At Burkholder Wealth Management, we pride ourselves on offering affordable financial planning services to clients in Tulsa. Regarded as one of the best financial advisors, we aim to simplify the complexities of the financial world. We understand the importance of having access to financial planning services, regardless of income.
As your dedicated financial advisor, we strive to give you the confidence to make informed decisions about your wealth. We take a holistic approach to financial planning, limiting our advisors to working with one hundred clients. This enables us to bring all our investment expertise and creativity to each client’s case. Our personalized approach allows us to provide tailored financial plans for clients at various life stages.
As financial planners in Tulsa with client care at the forefront of our principles, we are committed to keeping our clients well-informed on their financial status, and to educate them on important life events that may affect their investments. By doing so, our clients have the utmost confidence in our ability to handle their financial affairs.
Conclusion
When looking for financial planners in Tulsa, don’t compromise on quality for affordability. Choose Burkholder Wealth Management, where we provide affordable financial planning services without sacrificing quality. With our strong foundation in advanced investment analysis and real-world portfolio management skills, we help our clients achieve their financial goals moment by moment, year by year.
Contact us today to start building a financial plan that works for you in 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, experience level, and suitability for your needs. Here are five important inquiries to ask financial planners in Tulsa, OK, to assist you in making wiser financial decisions.
What are your qualifications?
When asking about qualifications, consider the financial planner’s training and education. 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.
How do you manage investments?
The investment management process of financial planners is a crucial component. It’s essential 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 asset management process based on the Chartered Financial Analyst® approach. We structure portfolios that best suit each client’s needs by considering risk and return in an ever-changing environment.
What is your fee structure?
Asking about fee structures is crucial in 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 client’s needs.
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.
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 achieve financial freedom. We also structure our services, such as outsourced CFO, to bring more value to the client and help them achieve their goals.