and
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial planning services
- Assists in creating and implementing long-term financial strategies
- Provides advice on investments, retirement planning, and tax planning
- Employs a team of experienced and knowledgeable advisors
Facts and Insights
BLACK FINANCIAL PLANNING, LLC has been in business for over 10 years, serving a wide range of clients with various financial needs. During this time, the firm has accumulated valuable insights and expertise in the finance industry, making them a highly sought-after resource for financial guidance and support.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10+ | Over 10 years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
The team at BLACK FINANCIAL PLANNING, LLC is equipped to work with a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation
BLACK FINANCIAL PLANNING, LLC operates on a fee-based model, which means that clients are charged a percentage based on the assets under management. This ensures that the firm’s interests are aligned with the clients’ and eliminates any conflicts of interest.
Background
The founder and CEO of BLACK FINANCIAL PLANNING, LLC, John Black, has over 20 years of experience in the financial industry. He is a certified financial planner and holds various other certifications and licenses, demonstrating his knowledge and expertise in the field of finance.
Financial Advisor Disclosures to Know
As a registered investment advisor, BLACK FINANCIAL PLANNING, LLC is required to disclose any potential conflicts of interest. These may include affiliations with certain investment companies or the use of third-party services in managing client assets. The firm is dedicated to fully disclosing and managing any conflicts of interest to ensure the best interests of their clients.