About 1ST NAT’L FINANCIAL PLANNING CORP.
<1ST NAT’L FINANCIAL PLANNING CORP.> is a well-respected financial planning corporation that has been in business for over 20 years. They have a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals. While they are experts in their field, their approach is to act as a guide and educator for their clients, rather than positioning themselves as the sole financial expert.
How does the advisor help clients – Key Takeaways:
– <1ST NAT’L FINANCIAL PLANNING CORP.> provides personalized financial planning services tailored to the unique needs and goals of each client.
– They offer a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning.
– The team at <1ST NAT’L FINANCIAL PLANNING CORP.> is dedicated to building long-lasting relationships with their clients, providing ongoing support and guidance as their financial needs evolve.
Facts and Insights
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | Over 20 years |
Financial Services Offered
– Investment Management
– Retirement Planning
– Tax Planning
– Estate Planning
– Social Security Planning
– Education Planning
– Insurance Planning
– Business Succession Planning
Client Types
<1ST NAT’L FINANCIAL PLANNING CORP.> works with a diverse range of clients, including:
– Individuals and families
– High-net-worth individuals
– Business owners and entrepreneurs
– Retirees
– Young professionals
Fees & Compensation
<1ST NAT’L FINANCIAL PLANNING CORP.> operates on a fee-only model, meaning they do not receive commissions for recommending certain products or investments. This ensures that their advice is always in the best interest of their clients. Fees are determined based on a percentage of assets under management.
Background
<1ST NAT’L FINANCIAL PLANNING CORP.> was founded in 1999 by a team of experienced financial advisors. They have since expanded to a team of 10 advisors, each with their own areas of expertise. The corporation is committed to continuous education and staying up-to-date with the latest industry developments in order to best serve their clients.
Financial Advisor Disclosures to Know
– <1ST NAT’L FINANCIAL PLANNING CORP.> is a registered investment advisor with the Securities and Exchange Commission (SEC).
– All advisors at <1ST NAT’L FINANCIAL PLANNING CORP.> are required to adhere to a strict code of ethics, including putting the interests of clients first.
– The corporation has a clean record with no disciplinary actions taken against them.
In conclusion, <1ST NAT’L FINANCIAL PLANNING CORP.> is a reputable financial planning corporation that offers personalized and comprehensive services to help clients achieve their financial goals. With a team of knowledgeable advisors and a commitment to putting clients first, they are a strong choice for individuals and families seeking financial guidance and planning.