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1ST FINANCIAL PLANNING GROUP, INC. is a reputable financial planning company that specializes in providing expert financial services to clients. With years of experience in the industry, the firm has built a strong reputation for providing sound financial advice to individuals and businesses.
How does the advisor help clients – Key Takeaways:
Here are some key takeaways on how the advisor helps clients:
- Offers personalized financial planning and investment management services.
- Helps clients create a comprehensive financial plan tailored to their unique needs and goals.
- Provides investment advice and recommendations to help clients achieve their financial objectives.
- Assists clients in crafting a retirement plan and managing their retirement savings.
- Offers risk management services, such as insurance planning and estate planning.
- Provides ongoing support and guidance to help clients stay on track towards their financial goals.
Facts and Insights
1ST FINANCIAL PLANNING GROUP, INC. has been in business for over 15 years and has a team of highly experienced and knowledgeable financial advisors. With a commitment to client satisfaction, the firm has helped numerous individuals and businesses achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
1ST FINANCIAL PLANNING GROUP, INC. has over $500 million in assets under management and has a team of 10 advisors. The firm has been in business since 2005 and continues to grow its client base through its exceptional financial services.
| Year | Assets Under Management ($) | Number of Advisors |
|---|---|---|
| 2017 | $450 million | 8 |
| 2018 | $480 million | 9 |
| 2019 | $510 million | 10 |
| 2020 | $550 million | 10 |
Financial Services Offered
1ST FINANCIAL PLANNING GROUP, INC. offers a wide range of financial services to meet the diverse needs of its clients. Some of the services offered by the firm include:
- Financial planning
- Investment management
- Retirement planning
- Insurance planning
- Estate planning
- Tax planning
- Social security planning
Client Types
1ST FINANCIAL PLANNING GROUP, INC. caters to a variety of clients, including individuals, families, and businesses. The firm also works with clients from different income levels, providing customized financial solutions to meet their specific needs and goals.
Fees & Compensation
The firm’s fee structure is based on a percentage of assets under management, ensuring that the advisors’ interests are aligned with those of the clients. 1ST FINANCIAL PLANNING GROUP, INC. also adheres to a fiduciary standard, meaning that the firm always puts the clients’ best interests first.
Background
1ST FINANCIAL PLANNING GROUP, INC. was founded by a team of experienced financial advisors who saw a need for personalized and independent financial advice in the market. The firm has since grown into a reputable and trusted source of financial guidance for its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, 1ST FINANCIAL PLANNING GROUP, INC. is required to disclose any potential conflicts of interest to its clients. The firm provides detailed information on its website, including its fee structure, potential conflicts, and any disciplinary actions taken against the firm or its advisors.
In conclusion, 1ST FINANCIAL PLANNING GROUP, INC. is a top choice for individuals and businesses seeking expert financial advice. With its years of experience, diverse range of services, and commitment to client satisfaction, the firm is well-equipped to help clients achieve their financial goals.