B.W. Belisle Planning & Strategy Company LLC is a leading financial planning and strategy firm that has been in business for over 10 years. With a team of experienced advisors and a track record of success, the company has established itself as a trusted partner for individuals and businesses seeking expert financial guidance.
How Does the Advisor Help Clients – Key Takeaways:
- Provides expert financial advice and strategies tailored to each client’s specific goals and needs.
- Utilizes in-depth analysis and market research to develop custom plans for clients.
- Offers ongoing support and guidance, helping clients adjust their strategies as needed.
Facts and Insights:
B.W. Belisle Planning & Strategy Company LLC has helped countless clients achieve their financial goals through their personalized approach and deep understanding of the financial industry. Here are some key facts and insights about the company:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10+ years |
Financial Services Offered:
The advisors at B.W. Belisle Planning & Strategy Company LLC offer a comprehensive range of financial services, including:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Business succession planning
Client Types:
The company serves a diverse range of clients, including:
- Individuals seeking financial guidance for their personal goals and needs
- Business owners looking to maximize their wealth and minimize taxes
- High-net-worth individuals and families
- Corporate executives and professionals
- Retirees and pre-retirees
Fees & Compensation:
B.W. Belisle Planning & Strategy Company LLC is a fee-only firm, which means they do not earn commissions from selling financial products. Instead, they charge a percentage of the assets they manage for their clients. This fee structure ensures that the advisors’ interests are aligned with those of their clients, as their compensation is directly tied to the performance of the client’s investment portfolio.
Background:
The founder of the company, B.W. Belisle, has over 20 years of experience in the financial industry and holds multiple professional designations, including Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). The team at B.W. Belisle Planning & Strategy Company LLC is also highly qualified, with a diverse range of educational and professional backgrounds.
Financial Advisor Disclosures to Know:
As a registered investment advisor (RIA), B.W. Belisle Planning & Strategy Company LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. This is an important distinction to note, as other types of financial advisors may only be held to a suitability standard, which means they only need to recommend products that are suitable for their clients, not necessarily in their clients’ best interests.
In addition, the company has a clean record with no disciplinary actions or regulatory sanctions. This indicates a commitment to ethical and transparent practices, giving clients peace of mind when working with the firm.