BLOM & HOWELL FINANCIAL PLANNING, INC.
BLOM & Howell Financial Planning, Inc. is a leading financial planning firm that specializes in helping clients reach their financial goals. With extensive experience in the industry, BLOM & Howell Financial Planning, Inc. provides expert advice and services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Tailored financial planning strategies based on individual client needs and goals
- Comprehensive analysis of investment portfolios and recommendations for improvement
- Expertise in retirement planning, tax planning, and risk management
- Ongoing support and guidance for clients as their financial needs evolve
Facts and Insights
BLOM & Howell Financial Planning, Inc. has been in business for over 20 years and has a team of highly experienced financial advisors. The firm has consistently shown positive results and has been recognized for its excellence in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
- Business succession planning
Client Types
BLOM & Howell Financial Planning, Inc. caters to a wide range of clients, including:
- Individuals and families
- High-net-worth individuals
- Small business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
BLOM & Howell Financial Planning, Inc. follows a fee-based compensation structure, which means that the firm charges an annual fee based on a percentage of the client’s assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm only earns more when the client’s assets grow in value.
Background
BLOM & Howell Financial Planning, Inc. was founded by John Blom and Sarah Howell, who have over 30 years of combined experience in the financial planning industry. Both are Certified Financial Planners (CFPs) and are committed to providing personalized, unbiased advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BLOM & Howell Financial Planning, Inc. is required to disclose any potential conflicts of interest to its clients. The firm maintains transparency and integrity in its dealings with clients, ensuring that their best interests are always the top priority.