United Planners Financial Services
Shayne Lester, CFP®
Investment Advisor Representative
405-310-2269
slester@unitedplanners.com
Welcome
Welcome!

My highest priority as a financial advisor is assisting my clients in defining and attaining their financial goals. This often requires preparing a comprehensive financial plan to serve as a roadmap for success.  The plan is designed to address concerns regarding asset accumulation, lifetime retirement income, asset management, insurance, estate planning, and charitable giving.

I am a CERTIFIED FINANCIAL PLANNERTM professional with over 17 years of experience.  I provide a world class client experience while serving my client's needs with the highest professional integrity.

Mutual trust is the only sustainable basis for a successful advisor/client relationship. That trust must be built on the foundation of truth. I seek to earn the trust of my clients by always giving them the pure undiluted truth, all the time. I will tell you what you need to hear, not necessarily always what you want to hear.

Behavioral modification is the key to successfully growing your assets.  I believe the primary determinant of real life, long term investment outcomes is not investment performance; it is investor behavior.  Faith in the future, patience, and discipline are the most important character traits for success. I provide many services to my clients; the most valuable of all is behavioral modification counseling. Simply stated, I will assist you in making great long term decisions and not relenting due to short term market cycles.


Shayne Lester, CFP®
Investment Advisor Representative


United Planners Financial Services
2425 Westport Drive
Norman, OK 73069

405-310-2269

Mobile 405-514-6423
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Newsletters
  • Points to Consider If Your Retirement Goal Seems Out of Reach
    Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor
  • Last-Minute Tax Tips
    It's that time of year again--tax filing season. And while many taxpayers like to get a head start on filing their returns, there are those of us who always
  • The Cost of Waiting
    Starting to save early means your money has more time to go to work for you. Even if you can only afford to set aside small amounts, compounding earnings can
  • How much can I contribute to my IRA in 2015?
    The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, or $6,500 if you'll be 50 or older by the end of the year. You can
  • Is there a new one-rollover-per-year rule for 2015?
    Yes. The Internal Revenue Code says that if you receive a distribution from an IRA, you can't make a tax-free (60-day) rollover into another IRA if
    
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This information is intended for use only by residents of (OK, AR, FL, CO, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than Oklahoma, Florida, and Arkansas.
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 Shayne Lester is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES  Member: FINRA, SIPC.

This communication is strictly intended for individuals residing in the state(s) of AR, CO, FL, OK and TX. No offers may be made or accepted from any resident outside the specific states referenced.