Financial AdvisorTulsa, OK Phone: 918.858.0313Email:firstname.lastname@example.org
Aaron knows the only thing remaining constant in life is change. Changes in economic conditions, government regulations and personal circumstances all have an effect on your financial future. As a professional financial advisor, Aaron’s goal is to put plans in place to maintain and improve your current financial well-being while working towards a life of financial independence.
Having a financial advisor doesn’t mean you give up control or decision making authority. It means you have a trusted and knowledgeable friend working with you. First, Aaron will help you assess your current financial status. Then he will guide you in determining and prioritizing short- and long-term goals. With these important steps completed, Aaron will present you a personal financial plan to examine. You are the judge of if it reflects your personal preferences, tolerance for risk and investment time horizon. Once a plan is agreed upon and implemented Aaron will periodically invite you to review the plan’s performance. As economic conditions and your personal situation change over time, the review process facilitates making adjustments as necessary to keep your plan on track.
A native of Northwestern Oklahoma, Aaron studied business administration at the University of Central Oklahoma and Oklahoma State University before starting his career in financial services. He is committed to serving the Tulsa community he calls home both professionally and personally. An active member of Destiny Church in Broken Arrow, Aaron also volunteers with the John 3:16 Mission Foundation in Tulsa. He enjoys the competition and the health benefits of being an avid runner, and is active in the Tulsa area running community.
It’s time to take stock of your current situation and begin planning for the future. Call, email or stop by Aaron’s office to schedule a no-obligation financial review. Get started on your journey to financial independence today.
Registered representative of INVEST Financial Corporation, member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
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