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United Planners Financial Services - Norman, OK

3311 W. Rock Creek Rd., Ste. 110

Norman, OK 73072

TEL. 405-310-2269

Our Philosophy

 

We are in the business of investing, not the business of speculating. Therefore, we believe that developing an asset allocation plan appropriate to your goals and risk tolerance is the most important step in the investment management process. Regardless of your age, investment experience, or risk tolerance we can assist you in developing an appropriate asset allocation strategy.

Our approach focuses on the aspects of investing that you can control: cost, tax implications, and volatility.

We will assist you in tuning out the noise of the investment media and maintaining focus on your long term plans.

We favor an investment approach that is based on academic research. Based on your risk tolerance and investment objectives, we will recommend an investment portfolio that is broadly diversified among many non-correlating asset classes.