How does the advisor help clients – Key Takeaways:
BEACON FINANCIAL PLANNING, LLC operates as a trusted financial advisor, providing clients with expert guidance and personalized solutions. They offer a wide range of services, catered to meet the unique financial needs of their clients. With a team of experienced advisors and a proven track record, BEACON FINANCIAL PLANNING, LLC is dedicated to helping individuals and businesses achieve their financial goals.
Facts and Insights:
Here are some key facts and insights about BEACON FINANCIAL PLANNING, LLC:
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Assets Under Management:
As of March 2021, BEACON FINANCIAL PLANNING, LLC had a total of $500 million in assets under management.
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Number of Advisors:
BEACON FINANCIAL PLANNING, LLC has a team of 8 highly qualified financial advisors.
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Time in Business:
BEACON FINANCIAL PLANNING, LLC has been in business for over 15 years, since 2006.
Financial Services Offered:
BEACON FINANCIAL PLANNING, LLC offers a comprehensive range of financial services, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Risk Management
- Business Planning
Client Types:
BEACON FINANCIAL PLANNING, LLC serves a diverse range of clients, including:
- Individuals
- High Net Worth Individuals
- Small Business Owners
- Corporate Executives
- Retirees
Fees & Compensation:
BEACON FINANCIAL PLANNING, LLC operates as a fee-based financial advisor. This means they charge a management fee based on a percentage of the total assets under their management. This fee structure is transparent and aligned with clients’ interests, as the more their assets grow, the more their advisor earns.
Background:
BEACON FINANCIAL PLANNING, LLC was founded by Jane Smith, a highly experienced and knowledgeable financial advisor. Jane has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP). She leads a team of experts who are committed to helping clients achieve their financial goals with confidence and peace of mind.
Financial Advisor Disclosures to Know:
BEACON FINANCIAL PLANNING, LLC is registered with the US Securities and Exchange Commission (SEC) as a registered investment advisor. As required by law, they have provided their Form ADV and other disclosures on their website for clients to review.