How does the advisor help clients – Key Takeaways:
BALSER WEALTH MANAGEMENT, LLC is committed to helping their clients achieve their financial goals and secure their financial future. Here are some key takeaways on the ways they assist their clients:
- Creates personalized financial plans: The team at BALSER WEALTH MANAGEMENT, LLC understands that each client has unique financial needs and goals. They work closely with each individual to create a customized financial plan that takes into account their current situation and future objectives.
- Provides ongoing support and guidance: BALSER WEALTH MANAGEMENT, LLC doesn’t just create a financial plan and leave their clients to figure it out on their own. They offer ongoing support and guidance, regularly reviewing and adjusting the plan as needed.
- Offers a wide range of financial services: From investment management to retirement planning to estate planning, BALSER WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to help their clients achieve financial success.
- Takes a holistic approach: BALSER WEALTH MANAGEMENT, LLC understands that financial planning is not just about numbers and investments, but also about the unique goals and values of each client. They take a holistic approach to financial planning, considering all aspects of their clients’ lives.
Facts and Insights:
With over 20 years of experience in the financial industry, BALSER WEALTH MANAGEMENT, LLC has helped numerous clients achieve their financial goals. Here are some notable insights and facts about the company:
- Founded in 2000 by John Balser, a certified financial planner with over 20 years of experience in the industry.
- Based in New York, BALSER WEALTH MANAGEMENT, LLC serves clients across the country.
- With over $500 million in assets under management, BALSER WEALTH MANAGEMENT, LLC is a respected name in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20 years |
Financial Services Offered:
BALSER WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the unique needs of their clients. These include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types:
BALSER WEALTH MANAGEMENT, LLC works with a diverse range of clients, including:
- Individuals and families
- Small business owners
- Retirees
- High-net-worth individuals
Fees & Compensation:
BALSER WEALTH MANAGEMENT, LLC believes in transparency when it comes to fees and compensation. They offer fee-only services, meaning they do not earn any commissions from product sales. This ensures that their clients’ best interests are always the top priority.
Background:
John Balser, founder of BALSER WEALTH MANAGEMENT, LLC, has over 20 years of experience in the financial industry. He holds a certification in financial planning and is dedicated to continuously learning and staying updated on the latest trends and strategies in the industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, BALSER WEALTH MANAGEMENT, LLC is required to disclose all potential conflicts of interest to their clients. This includes any affiliations or relationships with other financial companies or products that may influence their recommendations. BALSER WEALTH MANAGEMENT, LLC takes this responsibility seriously and always puts their clients’ best interests first.