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Best Oklahoma Financial Planners

When it comes to managing your finances, finding the right financial planner can make all the difference. Oklahoma boasts a variety of top-notch financial planners, each with unique strengths and specialties. In this article, we’ll delve into some of the best financial planners in Oklahoma, highlighting their services, client reviews, and essential contact information. We aim to guide you towards making an informed decision in your search for the ideal financial advisor.

What to Look for in a Financial Planner

Finding a financial planner is about more than just picking someone with a good reputation. You need to find a professional who understands your specific financial situation and can help you achieve your goals. Here are some key factors to consider:

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  1. Credentials and Experience: Look for planners with certifications like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). These certifications indicate a high level of expertise and commitment to ethical standards.
  2. Services Offered: Ensure the planner offers services that align with your needs, whether it’s retirement planning, investment advice, tax planning, or estate planning.
  3. Fee Structure: Understand how the planner charges for their services. Some work on a fee-only basis, while others may earn commissions from the financial products they sell. It’s important to know this upfront to avoid any conflicts of interest.
  4. Client Reviews: Check online reviews and testimonials from current or past clients. This can give you insights into the planner’s reliability and client satisfaction.
  5. Communication Style: It’s crucial to find someone who communicates clearly and effectively. You need to feel comfortable discussing your financial matters with them.
  6. Accessibility: Consider how often you’ll need to meet with your planner and ensure their availability matches your expectations. Some planners might offer virtual meetings, which can be convenient.

Top Financial Planners in Oklahoma

Based on Yelp reviews and other sources, here are some of the best financial planners in Oklahoma:

1. The Legacy Financial Group

The Legacy Financial Group is known for its comprehensive financial planning services. They focus on helping clients build and preserve their wealth through personalized strategies.

Reviews Highlights:

  • “Excellent service and attention to detail.”
  • “They really take the time to understand your needs.”
  • “Professional and knowledgeable staff.”
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Contact Information:

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Social Media:

Table of Services:

Service Description Pricing Model
Retirement Planning Comprehensive retirement strategies Fee-only
Investment Management Customized investment portfolios Percentage of AUM
Tax Planning Tax-efficient investment strategies Flat fee
Estate Planning Estate and legacy planning services Hourly rate

2. Future Planning Advisors

Future Planning Advisors is highly regarded for their personalized financial advice and commitment to client success. They offer a range of services, including retirement planning and wealth management.

Reviews Highlights:

  • “Their advice has been invaluable.”
  • “I feel much more confident about my financial future.”
  • “Friendly and approachable team.”

Contact Information:

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Social Media:

Table of Services:

Service Description Pricing Model
Wealth Management Tailored investment strategies Percentage of AUM
Retirement Planning Planning for a secure retirement Fee-only
Insurance Planning Comprehensive insurance solutions Commission-based
Education Planning College savings strategies Flat fee

Credentials to Look for in a Financial Planner

When choosing a financial planner, it’s important to verify their credentials. Here are some of the most respected certifications in the industry:

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  1. Certified Financial Planner (CFP): A CFP has completed extensive training and passed a rigorous exam. They must also adhere to a strict code of ethics.
  2. Chartered Financial Analyst (CFA): CFAs are experts in investment management. They undergo a demanding program that covers a wide range of financial topics.
  3. Certified Public Accountant (CPA): CPAs are specialists in accounting and tax planning. Some CPAs also have additional certification in financial planning (PFS – Personal Financial Specialist).
  4. Certified Investment Management Analyst (CIMA): This certification is focused on asset allocation, ethics, due diligence, risk measurement, and performance reporting.
  5. Accredited Financial Counselor (AFC): AFCs provide financial education and counseling to help clients achieve financial wellness.

Financial Planning Services to Consider

A good financial planner offers a variety of services tailored to your specific needs. Here are some common services provided by financial planners:

  • Retirement Planning: Creating a strategy to ensure you have enough income to retire comfortably.
  • Investment Management: Developing and managing a portfolio of investments to help you reach your financial goals.
  • Tax Planning: Strategies to minimize your tax liabilities and maximize your after-tax income.
  • Estate Planning: Planning for the transfer of your assets after your death in the most efficient and effective way.
  • Education Planning: Creating savings plans for your children’s education.
  • Insurance Planning: Assessing your insurance needs and finding the best policies to protect you and your family.
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How to Evaluate a Financial Planner

Evaluating a financial planner involves several steps. Here are some tips to help you make the right choice:

  1. Check Their Background: Verify their credentials and check for any disciplinary actions or complaints. You can use the SEC’s Investment Adviser Public Disclosure database or the FINRA BrokerCheck tool.
  2. Ask About Their Experience: Find out how long they’ve been in business and if they have experience working with clients in situations similar to yours.
  3. Understand Their Investment Philosophy: Make sure their approach to investing aligns with your risk tolerance and financial goals.
  4. Request References: Ask for references from current or past clients to get a sense of their performance and client satisfaction.
  5. Discuss Their Communication Style: Ensure they will provide regular updates and be available to answer your questions.
  6. Review Their Fee Structure: Understand all the costs involved, including any hidden fees. Ask for a written agreement outlining the services and fees.

The Importance of Client Reviews

Client reviews can provide valuable insights into a financial planner’s performance and client satisfaction. Here are some aspects to look for in reviews:

  • Service Quality: Look for comments on the quality of service provided, including responsiveness and attention to detail.
  • Client Experience: Check for feedback on how the planner has helped clients achieve their financial goals.
  • Professionalism: Reviews should highlight the planner’s professionalism and ethical standards.
  • Communication: Positive reviews often mention clear and effective communication.
  • Results: While past performance is not indicative of future results, reviews that mention positive outcomes can be reassuring.

3. Premier Financial Group

Premier Financial Group is a well-respected firm in Oklahoma, offering a wide range of financial planning services. Their team is dedicated to helping clients achieve financial success through personalized advice.

Reviews Highlights:

  • “Exceptional service and knowledgeable advisors.”
  • “They have helped me plan for my future with confidence.”
  • “Highly recommend their services.”

Contact Information:

Social Media:

Table of Services:

Service Description Pricing Model
Financial Planning Comprehensive financial planning services Fee-only
Retirement Planning Customized retirement strategies Percentage of AUM
Tax Planning Tax-efficient strategies Flat fee
Estate Planning Estate and legacy planning Hourly rate

4. Wealth Management Advisors

Wealth Management Advisors offers tailored financial planning and investment management services. They are known for their client-focused approach and expertise in wealth management.

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Reviews Highlights:

  • “Very professional and knowledgeable team.”
  • “They have provided me with excellent financial advice.”
  • “I trust them with all my financial planning needs.”

Contact Information:

Social Media:

Table of Services:

Service Description Pricing Model
Investment Management Customized investment strategies Percentage of AUM
Retirement Planning Planning for a secure retirement Fee-only
Tax Planning Tax-efficient investment strategies Flat fee
Insurance Planning Comprehensive insurance solutions Commission-based

Questions to Ask a Potential Financial Planner

Before hiring a financial planner, it’s important to ask the right questions. Here are some key questions to consider:

  1. What are your qualifications?: Ensure they have the necessary certifications and experience.
  2. What services do you offer?: Make sure they provide the services you need.
  3. How do you charge for your services?: Understand their fee structure to avoid any surprises.
  4. What is your investment philosophy?: Ensure their approach aligns with your financial goals and risk tolerance.
  5. How will we communicate?: Discuss how often you’ll meet and the methods of communication.
  6. Can you provide references?: Ask for references to get feedback from other clients.
  7. What is your approach to financial planning?: Understand their process and how they will help you achieve your goals.
  8. How do you stay current with changes in the financial industry?: Ensure they are up-to-date with the latest trends and regulations.
  9. What happens if I need to change my financial plan?: Understand their flexibility in adjusting your plan as your needs change.
  10. Do you have any conflicts of interest?: Make sure they are transparent about any potential conflicts.

5. Oklahoma Wealth Management

Oklahoma Wealth Management is a leading financial planning firm in the state. They offer a range of services, from retirement planning to investment management, with a focus on helping clients achieve their financial goals.

Reviews Highlights:

  • “Outstanding service and advice.”
  • “They have helped me build a solid financial foundation.”
  • “I highly recommend them to anyone looking for a financial planner.”

Contact Information:

Social Media:

Table of Services:

Service Description Pricing Model
Wealth Management Tailored investment strategies Percentage of AUM
Retirement Planning Planning for a secure retirement Fee-only
Tax Planning Tax-efficient strategies Flat fee
Estate Planning Estate and legacy planning services Hourly rate

Conclusion

Choosing the right financial planner is a crucial step in achieving your financial goals. By considering factors such as credentials, services offered, fee structure, and client reviews, you can find a planner who meets your needs. Oklahoma is home to many excellent financial planners who can provide personalized advice and support to help you navigate your financial journey. Remember to ask the right questions and thoroughly evaluate your options before making a decision. With the right financial planner by your side, you can confidently work towards a secure and prosperous future.

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