How does the advisor help clients – Key Takeaways:
BRIGGS FINANCIAL INC. serves as a trusted financial advisor for clients by providing expert guidance, personalized strategies, and exceptional customer service. They strive to help clients achieve their financial goals and build a secure future for themselves and their loved ones.
Facts and Insights
Here are some key facts and insights about BRIGGS FINANCIAL INC.:
- Assets Under Management: BRIGGS FINANCIAL INC. currently manages a total of $500 million in assets for their clients.
- Number of Advisors: The firm has a team of 10 experienced financial advisors who work closely with clients to provide tailored solutions.
- Time in Business: BRIGGS FINANCIAL INC. has been in business for over 20 years, establishing a strong reputation in the financial industry.
Financial Services Offered
BRIGGS FINANCIAL INC. offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Solutions
- Tax Planning
Client Types
BRIGGS FINANCIAL INC. caters to a wide range of clients, including:
- High-net-worth individuals
- Families
- Business Owners
- Retirees
- Professionals
Fees & Compensation
BRIGGS FINANCIAL INC. operates on a fee-based compensation structure, meaning they charge a percentage of the assets under management as their fee. This aligns their interests with the clients and ensures that they are working towards the same goal of growing the clients’ wealth.
Background
The founder and principal of BRIGGS FINANCIAL INC., John Briggs, has over 30 years of experience in the financial industry. He and his team have a deep understanding of the ever-changing economic landscape and use their expertise to help clients navigate through their financial journey.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is essential to be aware of their disclosures. BRIGGS FINANCIAL INC. prides itself on complete transparency and adheres to all legal and ethical guidelines set by relevant regulatory bodies. Here are some important disclosures to know about:
- Registered Investment Advisor (RIA)
- Securities and Exchange Commission (SEC) Registration
- Disclosure of any disciplinary history
- Certifications and qualifications of advisors