Financial is an independent Registered Investment Advisor. We are a primarily fee-based financial advisory firm offering financial planning and wealth management services to clients all across the nation. We pride ourselves on being independent, offering some of the most robust technologies in the industry while maintaining the unique, personal touch of a boutique firm.
Remaining true to these core values enables us to remain flexible, putting the interest of our clients before our own. Each client is invested for their appropriate level of risk, to keep them on track with their financial plan. We constantly monitor and update your progress, recommending changes and prompting action when necessary to keep you on track with your financial plan.
Remaining true to these core values enables us to remain flexible, putting the interest of our clients before our own. Each client is invested for their appropriate level of risk, to keep them on track with their financial plan. We constantly monitor and update your progress, recommending changes and prompting action when necessary to keep you on track with your financial plan.
Services
We strive to provide unbiased & independent wealth management services to a discerning clientele. Every relationship with our clients starts with financial planning. We determine both your financial needs and long term goals, leveraging technology to provide you with a robust road map for your financial life.
Financial Advisory Services, Inc. was founded to not simply sell a product, but rather deliver quality advice and services to its clientele and establish lifelong relationships. Based in Oklahoma City, F.I.G. was launched on the belief that financial planning is an ongoing process, constantly evolving based on each individual client's current and long-term needs.
We get it. In this phase of life, it can be incredibly difficult to get help with your financial future. Most either require you to have a large amount of investable assets or want you to purchase expensive insurance or planning products. That is not us. We know you are the future. We have created a specific program designed to help develop you into one of our ideal asset management clients.
MyWealth ties in all your financial accounts to give you the best view of your financial picture. It is the back-bone to our financial planning services and allows us to better serve you. It is never too early or late to start a conversation with us. We always welcome anyone to contact us for a free initial consultation, so we can better explore how we may be of assistance to you.
This initial form allows us to begin the process with you as a new client of F.I.G. Find out more on how we get paid and why we pride ourselves on being fiduciaries to our clients. Contact us today for a free initial consultation. There is no commitment, and it never hurts to get a second opinion. But, we understand you may not be ready for a conversation yet.
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Janell Reisch
Aug 26, 2020
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