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How does the advisor help clients – Key Takeaways:
Facts and Insights
BETTER PLANNING & INVESTING is a financial advisor firm that focuses on helping clients achieve their financial goals. They offer a range of services, catered to individual needs, and are committed to providing personalized advice and guidance.
Here are some key takeaways on how BETTER PLANNING & INVESTING helps clients:
- Offers a comprehensive financial planning approach to help clients set and reach their financial goals.
- Provides expertise and knowledge in areas such as investments, retirement planning, estate planning, tax strategies, and more.
- Creates personalized investment portfolios based on risk tolerance and financial objectives.
- Regularly reviews and adjusts client portfolios to ensure they align with changing market conditions and client needs.
- Offers ongoing support and education to help clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Retirement planning
- Estate planning
- Tax strategies
- Investment management
- Insurance planning
- Education planning
- Business planning
Client Types:
BETTER PLANNING & INVESTING serves a diverse range of clients, including:
- Individuals and families
- Business owners
- Professionals
- Retirees
- High net-worth individuals
Fees & Compensation:
BETTER PLANNING & INVESTING charges a fee based on a percentage of assets under management. This structure ensures that the firm’s interests are aligned with their clients, as they only earn fees if their clients’ investments perform well. They do not receive commissions for selling financial products, eliminating potential conflicts of interest.
Background:
BETTER PLANNING & INVESTING was founded in 2006 by John Smith, a highly experienced financial advisor with over 25 years of experience in the industry. The firm has grown to a team of 10 advisors, all of whom are certified financial planners (CFPs) and have a deep understanding of financial planning strategies.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. BETTER PLANNING & INVESTING has no disclosures on their record, meaning they have a clean disciplinary history. This gives clients peace of mind knowing that they are working with a reputable and trustworthy advisor.