How to Find Experts in Financial Planning in Tulsa
When it comes to financial planning, you want to work with someone you trust and who has the expertise to help you achieve your goals. But with so many financial planners out there, it’s hard to know where to start looking. At Burkholder Wealth Management, we understand how important it is to find the right financial planner for your specific needs. Here are some tips to help you find the right experts in financial planning in Tulsa.
Look for Certification and Experience
One of the first things to consider when looking for a financial planner is their certification and experience. At Burkholder Wealth Management, our team is certified and experienced in various financial planning areas, including portfolio management, tax planning, retirement planning, wealth transfer, business planning, and executive benefits. Our CFA Charterholder, Eric Burkholder, expertly manages portfolios designed to meet your specific goals and circumstances. Our team can help you navigate the biggest financial decisions of your life, such as moving from earning a paycheck to living on passive income, creating a legacy, and maximizing your company benefits.
Ask for Referrals
Another way to find experts in financial planning in Tulsa is to ask for referrals from people you trust. Ask family members, friends, and colleagues who they work with and why they chose that financial planner. Referrals can be a great way to find a financial planner who has a proven track record of success and who has helped people you know achieve their financial goals.
Check Online Reviews
In addition to referrals, it’s also a good idea to check online reviews of financial planners in Tulsa. Look for reviews on platforms like Yelp and Google to see what other clients are saying about the financial planner’s services. At Burkholder Wealth Management, we are proud of the positive reviews we have earned from our clients and encourage you to read them to get a sense of how we can help you.
Look for a “Wholistic” Approach
When you are looking for experts in financial planning in Tulsa, consider working with a financial planner who has a wholistic approach to financial planning. At Burkholder Wealth Management, we take a comprehensive approach to financial planning, which allows us to tailor our services to meet your individual needs. We focus on every aspect of your financial life, from portfolio management to tax planning, and everything in between.
Consult with Multiple Planners
Consulting with multiple financial planners can help you determine which one is the right fit for you. You can ask specific questions about their experience, certification, areas of expertise, approach to financial planning, and more. At Burkholder Wealth Management, we are happy to answer any questions you may have and provide you with the information you need to make an informed decision about your financial future.
In conclusion, finding the right experts in financial planning in Tulsa can be a daunting task, but it’s important to take the time to find a financial planner who has the expertise to help you achieve your goals. At Burkholder Wealth Management, we offer personalized financial plans for clients at various life stages. We believe in taking a wholistic approach to financial planning, and our team of certified and experienced professionals can help you navigate every aspect of your financial life. Contact us today to learn more about how we can help you achieve your financial goals.