How does the advisor help clients – Key Takeaways:
BUTLER, LANZ & WAGLER, L.C. is a financial firm that has been providing expert advice to clients for over 20 years. With a team of experienced advisors and a range of financial services, they offer trusted guidance to help clients achieve their financial goals. Here are some key takeaways on how they assist their clients:
- Customized Approach: The advisors at BUTLER, LANZ & WAGLER, L.C. understand that every client has different financial needs and goals. They work closely with each client to create a tailored financial plan that fits their individual situation.
- Comprehensive Services: From retirement planning and investment management to insurance and estate planning, the firm offers a wide range of financial services to address all aspects of a client’s financial life.
- Expertise and Experience: With decades of experience in the financial industry, the advisors at BUTLER, LANZ & WAGLER, L.C. have the knowledge and expertise to provide sound financial guidance to their clients.
- Long-Term Relationships: The firm prides itself on building long-term relationships with clients, helping them navigate through various life stages and changes in their financial circumstances.
Facts and Insights
Here are some facts and insights about BUTLER, LANZ & WAGLER, L.C. that highlight their experience and success as a financial firm:
| Assets Under Management | $500 million (as of 2021) |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 20+ years |
Financial Services Offered
BUTLER, LANZ & WAGLER, L.C. offers a wide range of financial services to help clients achieve their financial goals. These include:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Planning
- Education Planning
- Business Planning
- Corporate Retirement Plans
Client Types
The firm works with a diverse range of clients, including:
- Individuals and Families
- Small Business Owners
- High Net Worth Individuals
- Corporate Executives
- Retirees
Fees & Compensation
BUTLER, LANZ & WAGLER, L.C. operates on a fee-based model, where clients pay a fee based on a percentage of their assets under management. This ensures that their interests are aligned with their clients and they have an incentive to help their clients grow their wealth.
Background
The firm was founded in 1999 by John Butler, Todd Lanz, and Jeff Wagler, who together have over 60 years of experience in the financial industry. They have built a strong reputation for providing personalized and trustworthy financial advice to clients.
Financial Advisor Disclosures to Know
As a trusted financial advisor, BUTLER, LANZ & WAGLER, L.C. believes in transparency and disclosure. Here are some key disclosures for clients to be aware of:
- The advisors may receive compensation from certain third-party companies for recommending their products or services to clients.
- The firm may also have relationships with these third-party companies, which may create a potential conflict of interest.
- The advisors are required to disclose any conflicts of interest to clients and act in their best interest at all times.
- Any potential conflicts of interest are managed and monitored by the firm to ensure that clients are not disadvantaged in any way.