Ian Kiefer, CFPr, Financial Advisor - Tulsa Wealth Advisors Raymond James

Ian Kiefer, CFPr, Financial Advisor - Tulsa Wealth Advisors Raymond James Financial & Retirement Planning | Wealth & Investment Management | [email protected] Are you worried about your financial future?

Whether you’re a young professional in the middle of your career or preparing for retirement, let’s have a conversation to explore your specific goals and needs. Together, we’ll develop a comprehensive financial plan that’s tailored to you. As a CERTIFIED FINANCIAL PLANNER™ professional at Tulsa Wealth Advisors | Raymond James, I’m here to help you make informed decisions. By understanding how you

r finances affect the many aspects of your life, including your career, where you raise your family or when you retire, we can identify any concerns you may have and work toward achieving your goals with greater clarity and confidence. In addition to my CERTIFIED FINANCIAL PLANNER™ designation, I earned a Financial Planning Certificate from the College for Financial Planning and a Bachelor’s degree in Finance from Oral Roberts University. Outside of the office, I love spending time with my wife, Erica and my two sons, Tyler and Finn. While most of my free time is spent with family and friends, I also enjoy backpacking, climbing mountains and serving at BattleCreek Church. What does your ideal retirement look like? If you would like to set an appointment to discuss your financial needs and begin building your own personalized financial plan together, please call me at 918-858-2815.

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http://raymondjames.com/smicd.htm (Social Media Disclosure)

Tulsa Wealth Advisors is not a broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

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raymondjames.com

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Read more in the Morning Brew.

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Before the year ends, take time to review your financial picture. This checklist highlights key deadlines and strategies...
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raymondjames.com

Address

1375 E 71st Street
Tulsa, OK
74136

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19188582815

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