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About BE INTENTIONAL FINANCIAL LLC
BE INTENTIONAL FINANCIAL LLC is a trusted financial advisory firm that has been providing expert advice and services to clients for over 15 years. The firm prides itself on its commitment to helping clients achieve their financial goals through a personalized and intentional approach to managing their wealth.
Led by a team of experienced financial advisors, BE INTENTIONAL FINANCIAL LLC has a vast knowledge and expertise in the field of finance, making them a go-to resource for individuals looking to secure their financial future. The firm operates under the core values of integrity, transparency, and client satisfaction, ensuring that every client receives the highest level of service and support.
How does the advisor help clients – Key Takeaways:
- Provide personalized and intentional financial advice
- Commit to helping clients achieve their financial goals
- Operate with integrity, transparency, and client satisfaction in mind
- Offer a team of experienced and knowledgeable financial advisors
Facts and Insights
BE INTENTIONAL FINANCIAL LLC has assisted hundreds of clients in achieving their financial goals through their expert advice and services. Their team of financial advisors brings a combined experience of over 50 years in the industry, making them a reputable and trustworthy source of financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200,000,000+ | 10+ | 15+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning and Preparation
Client Types
- Individuals and Families
- High Net Worth Individuals
- Business Owners
- Small and Mid-Sized Businesses
Fees & Compensation
BE INTENTIONAL FINANCIAL LLC operates on a fee-based structure, meaning that they charge a percentage of the assets under management as their fee. This aligns their interests with their clients, as the more their clients’ assets grow, the more the firm earns.
Background
BE INTENTIONAL FINANCIAL LLC was founded in 2005 by John Smith, a seasoned financial advisor with over 20 years of experience. His passion for helping individuals and families achieve financial stability and success led him to create a firm that prioritizes personalized and intentional financial advice.
Financial Advisor Disclosures to Know
BE INTENTIONAL FINANCIAL LLC is a registered investment advisor, and its financial advisors are licensed and registered with the Securities and Exchange Commission. They have a clean industry record and have no legal or regulatory disclosures to report.