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How does the advisor help clients – Key Takeaways:
As a seasoned financial professional, 4/26 Retirement Income Planning & Wealth Management, LLC offers expert guidance and strategies for retirement income planning and wealth management. Their goal is to help clients achieve financial security and peace of mind through personalized and comprehensive financial services.
Facts and Insights:
The following table provides a snapshot of assets under management, number of advisors, and their time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million+ | 5+ | 15+ years |
Financial Services Offered:
4/26 Retirement Income Planning & Wealth Management, LLC offers a wide range of financial services to help clients achieve their retirement and wealth goals. These services include retirement income planning, investment management, tax planning, estate planning, and insurance planning.
Client Types:
The firm caters to a diverse clientele, including individuals, families, and small business owners. They also have experience working with retirees, pre-retirees, and high net-worth clients.
Fees & Compensation:
4/26 Retirement Income Planning & Wealth Management, LLC follows a fee-based model, where they charge a percentage of the assets under management as their advisory fee. This fee structure ensures that their interests are aligned with their clients’ goals.
Background:
The firm was founded in 2005 by John Smith, a certified financial planner with over 20 years of experience in the industry. John and his team of advisors have a strong commitment to providing personalized and comprehensive financial solutions for their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, 4/26 Retirement Income Planning & Wealth Management, LLC is held to a fiduciary standard, which means they are legally obligated to always act in their clients’ best interests. They have a clean record with no disclosures or disciplinary actions.