Partners In Planning Financial Services

Partners In Planning Financial Services Shayne Lester is a Registered Principal offering Securities and Advisory Services through United Planners Financial Services, Member: FINRA, SIPC.

Partners In Planning Financial Services and United Planners are not affiliated We care deeply about our clients. Our total focus is on helping you define and achieve your financial goals. Being a CERTIFIED FINANCIAL PLANNER™ practitioner distinguishes me among my peers in the financial services industry. It shows that I have voluntarily met rigorous requirements of education, examination and expe

rience. I abide by the CFP® Board's Standards of Professional Conduct which includes agreeing to a fiduciary standard of care that places my clients' interests before my own. I see our relationship with you as a partnership and our work toward your financial goals as collaborative. I strive to provide continuing support and advice, and to be to be available, attentive, reliable and proactive. We believe that financial planning is an ongoing process, and the initial financial plan is simply a starting point in a long term relationship. My top priority is building lasting relationships with my clients while helping them attain their financial goals. Whether your needs pertain to asset accumulation and management, lifetime retirement income, insurance or estate planning, I can help design a plan that will serve as a roadmap for your personal success.

Address

3940 W. Tecumseh Road , Ste. 100
Norman, OK
73072

Opening Hours

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

Telephone

+14053102269

Website

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