How does the advisor help clients – Key Takeaways:
BEYOND FINANCIAL SERVICES provides comprehensive financial services to help clients achieve their financial goals and secure their financial future. With a team of experienced advisors and a wide range of services, they are able to offer tailored solutions to meet the unique needs of each client.
Facts and Insights
BEYOND FINANCIAL SERVICES has been in business for over 20 years and has a team of 50 advisors. Over the years, they have managed over $1 billion in assets for their clients, making them a trusted and reliable choice for financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50 | 20+ years |
Financial Services Offered
BEYOND FINANCIAL SERVICES offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Wealth transfer strategies
- Education funding planning
Client Types
BEYOND FINANCIAL SERVICES works with a variety of clients, including:
- Individuals and families
- Small business owners
- High net worth individuals
- Corporate executives
Fees & Compensation
BEYOND FINANCIAL SERVICES is a fee-only advisor, which means they do not receive commissions for selling financial products. They are compensated through a percentage of assets under management, ensuring that their interests are aligned with their clients’ best interests.
Background
The team at BEYOND FINANCIAL SERVICES is made up of highly qualified and experienced financial experts. They hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
BEYOND FINANCIAL SERVICES is registered as an investment advisor with the Securities and Exchange Commission (SEC), and as such, is required to disclose any potential conflicts of interest to clients. These disclosures can be found in their Form ADV, which is publicly available on the SEC’s website.