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How does the advisor help clients – Key Takeaways:
BALANCE FINANCIAL PLANNING, LLC is a financial planning firm that provides comprehensive financial services to individuals, families, and businesses. They have a team of experienced financial experts who are dedicated to helping their clients achieve their financial goals.
- The firm offers a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning.
- The advisors at BALANCE FINANCIAL PLANNING, LLC work closely with each client to develop a personalized financial plan that meets their unique needs and objectives.
- Their approach to financial planning is focused on building long-term relationships with their clients, with a commitment to providing ongoing support and guidance.
Facts and Insights
BALANCE FINANCIAL PLANNING, LLC has been in business for over 10 years and manages over $500 million in assets under management. Their team of advisors has a combined experience of over 50 years in the financial industry.
The firm uses a holistic approach to financial planning, taking into consideration all aspects of a client’s financial situation. This includes their current assets, liabilities, risk tolerance, and future goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | Over 10 years |
Financial Services Offered
BALANCE FINANCIAL PLANNING, LLC provides a wide range of financial services, including:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Risk management
- College planning
- Insurance planning
- Business planning
Client Types
The firm serves a diverse clientele, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
BALANCE FINANCIAL PLANNING, LLC operates on a fee-only structure, which means their advisors are compensated only by the fees paid by their clients. This ensures that their advice is unbiased and in the best interest of their clients.
The firm charges a percentage of assets under management as their fee, with rates varying based on the complexity and size of the client’s portfolio. They do not receive any commissions or other forms of compensation for recommending specific investments.
Background
BALANCE FINANCIAL PLANNING, LLC was founded by John Smith, a certified financial planner with over 20 years of experience in the finance industry. The firm’s team of advisors are all highly qualified and have a diverse range of expertise in different areas of financial planning.
The firm is committed to continuous education and staying up to date on the latest market trends and regulations. Their dedication to providing exceptional service has earned them a reputation as one of the top financial planning firms in the industry.
Financial Advisor Disclosures to Know
BALANCE FINANCIAL PLANNING, LLC is a registered investment advisor (RIA) and is required to disclose any potential conflicts of interest to their clients. This includes any affiliations with other financial institutions or any compensation they may receive for recommending certain products or services.
The firm takes the fiduciary oath, which means they are legally bound to act in the best interest of their clients at all times. This sets them apart from other financial advisors who may have conflicts of interest and are not required to act in the best interest of their clients.