About AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC
AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC is a trusted financial planning and investment management firm that has been dedicated to helping clients achieve their financial goals for over 10 years. The firm takes a holistic approach to financial planning, considering a client’s entire financial picture to provide tailored solutions that meet their unique needs.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Takes a holistic approach to financial planning
- Offers tailored solutions to meet clients’ unique needs
- Has over 10 years of experience in helping clients achieve their financial goals
Facts and Insights
As a financial expert, AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC has a deep understanding of the financial landscape and provides valuable insights to its clients. Some interesting facts about the firm include:
- Currently manages over $50 million in assets under management
- Has a team of 3 experienced and knowledgeable advisors
- Provides comprehensive financial planning and investment management services
- Dedicated to staying up-to-date with the latest financial trends and strategies
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $50 million | 3 | 10+ |
Financial Services Offered
AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC offers a comprehensive range of financial services to help clients reach their financial goals. Some of the services provided include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
Client Types
AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC serves a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Small business owners
Fees & Compensation
AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC is committed to transparency and strives to provide its clients with the best value for their financial planning and investment management needs. The firm charges a percentage of assets under management as its annual fee. The fee structure is as follows:
- 0.75% for the first $1 million
- 0.50% for the next $3 million
- 0.25% for amounts above $4 million
Background
The team at AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC is led by John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. John is dedicated to providing personalized and comprehensive financial planning services to his clients and has a strong track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, AURORA FINANCIAL PLANNING & INVESTMENT MANAGEMENT LLC is required to disclose any conflicts of interest. Some important disclosures to be aware of include:
- The firm may receive commissions for selling certain investment products
- The firm’s advisors may receive compensation from insurance companies for recommending insurance products