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Facts and Insights
BLANKENSHIP FINANCIAL PLANNING, LTD. is a highly respected financial planning firm with a long history of helping clients achieve their financial goals. Led by experienced financial expert, John Blankenship, the firm prides itself on providing comprehensive and personalized services to its clients.
How does the Advisor Help Clients – Key Takeaways:
- Offers customized financial planning solutions tailored to each client’s unique needs and goals
- Provides ongoing support and guidance to help clients stay on track towards their financial objectives
- Offers a wide range of financial services, including investment management, retirement planning, and estate planning
- Works with clients from various backgrounds and financial situations, always placing their best interests first
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | Over 20 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
- Individuals
- Families
- Business owners
- High net worth individuals
Fees & Compensation:
BLANKENSHIP FINANCIAL PLANNING, LTD. charges a fee based on a percentage of assets under management. Fees may vary depending on the level of services and complexity of a client’s financial situation. The firm believes in transparent and fair compensation, and always discloses all fees and potential costs upfront.
Background:
The founder and lead financial expert of BLANKENSHIP FINANCIAL PLANNING, LTD. is John Blankenship. With over 25 years of experience in the financial industry, Mr. Blankenship is a trusted and knowledgeable advisor. He holds various credentials and certifications, including the Certified Financial Planner (CFP®) designation, demonstrating his commitment to providing the highest level of financial planning services to his clients.
Financial Advisor Disclosures to Know:
All financial advisors at BLANKENSHIP FINANCIAL PLANNING, LTD. are required to follow strict ethical guidelines and comply with all applicable laws and regulations. The firm has a minimum fiduciary duty to put clients’ interests first and act in their best interest at all times.