About AUTHENTIC FINANCIAL PLANNING
AUTHENTIC FINANCIAL PLANNING is a reputable financial planning firm that provides expert guidance and services to clients looking to improve their financial stability. With years of experience in the industry, the firm has established a strong track record of helping individuals and families achieve their financial goals. The team at AUTHENTIC FINANCIAL PLANNING is dedicated to providing personalized solutions and unbiased advice to their clients.
How does the advisor help clients – Key Takeaways:
The advisors at AUTHENTIC FINANCIAL PLANNING take a comprehensive approach to financial planning, addressing all aspects of their clients’ financial health. They work closely with clients to understand their unique needs and then tailor their expertise to help them achieve their goals.
Facts and Insights
Here are some important facts and insights about AUTHENTIC FINANCIAL PLANNING:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 advisors | 10 years |
Financial Services Offered
AUTHENTIC FINANCIAL PLANNING offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning and goal setting
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
- Retirement planning
Client Types
AUTHENTIC FINANCIAL PLANNING serves a wide range of clients, including:
- Individuals and families
- High-net-worth individuals
- Small business owners
- Retirees
- Young professionals
Fees & Compensation
AUTHENTIC FINANCIAL PLANNING operates on a fee-only basis, meaning they do not receive any commissions or compensation from third parties. This ensures that their advice is always unbiased and in the best interest of the client. Fees are based on a percentage of assets under management, and are transparent and disclosed upfront to clients.
Background
The team at AUTHENTIC FINANCIAL PLANNING is composed of highly qualified and experienced professionals, including financial advisors, CPAs, and attorneys. They continually educate themselves on the latest industry trends and regulations to provide their clients with the most up-to-date and knowledgeable advice.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disclosures that may affect their relationship with their financial advisor. With AUTHENTIC FINANCIAL PLANNING, clients can trust that their advisors have their best interests at heart and will always disclose any potential conflicts or risks.