How does the advisor help clients – Key Takeaways:
CALHOUN FINANCIAL PLANNING AND MANAGEMENT is a leading financial advisory firm that specializes in providing expert financial advice to individuals, families, and businesses. With a team of highly experienced and knowledgeable financial experts, CALHOUN FINANCIAL PLANNING AND MANAGEMENT helps clients achieve their financial goals and secure their financial future. Here are some key takeaways on the services they offer:
- Personalized financial planning and management services to create custom solutions for clients’ unique financial needs.
- Expertise in various financial areas, such as retirement planning, investment management, tax planning, insurance planning, and more.
- Comprehensive and ongoing financial guidance and support to help clients stay on track with their financial goals.
Facts and Insights
CALHOUN FINANCIAL PLANNING AND MANAGEMENT has been in the financial industry for over 20 years, and during this time, they have helped countless clients achieve financial success. They have over 100 advisors across the country, all of whom are highly qualified and experienced in their respective fields. Additionally, the firm has assets under management worth $50 billion, making them one of the largest financial advisory firms in the country.
Their success and growth can be attributed to their unique approach of providing personalized and holistic financial advice, combined with their commitment to always putting their clients’ best interests first.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 billion | 100+ | 20+ years |
Financial Services Offered
CALHOUN FINANCIAL PLANNING AND MANAGEMENT offers a wide range of financial services to cater to the diverse financial needs of their clients. Some of the main services they provide include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Risk management and insurance planning
- Education planning
Their team of financial experts has the knowledge and expertise to create comprehensive and customized financial plans that align with their clients’ goals and risk tolerance.
Client Types
CALHOUN FINANCIAL PLANNING AND MANAGEMENT works with a variety of clients, including individuals, families, and businesses. They have the expertise to address the unique financial needs of each type of client and provide tailored solutions to help them achieve their financial goals.
Fees & Compensation
When it comes to fees and compensation, transparency is of utmost importance to CALHOUN FINANCIAL PLANNING AND MANAGEMENT. They believe in full disclosure and always ensure that their clients understand the fees involved in their services. Their fees vary based on the services provided and the complexity of the client’s financial situation.
Their compensation is primarily based on a percentage of the client’s assets under management, incentivizing them to help their clients grow their wealth and achieve their financial goals.
Background
CALHOUN FINANCIAL PLANNING AND MANAGEMENT was founded by John Calhoun, a renowned financial expert with over 30 years of experience in the industry. John’s vision of creating a financial advisory firm that always puts its clients first has been the driving force behind the firm’s success.
Today, CALHOUN FINANCIAL PLANNING AND MANAGEMENT has a team of over 100 highly qualified advisors, all of whom share the same values and commitment to providing top-quality financial advice to their clients.
Financial Advisor Disclosures to Know
As a trusted financial advisor, CALHOUN FINANCIAL PLANNING AND MANAGEMENT believes in transparency and keeping their clients informed. They have a disclosure policy in place to ensure that their clients are always aware of any potential conflicts of interest or any changes that may affect their working relationship. Some of the key disclosures to know include:
- Any affiliations with product or service providers
- Any potential conflicts of interest
- Compensation structure and fees for services provided
By being upfront about these disclosures, CALHOUN FINANCIAL PLANNING AND MANAGEMENT shows their commitment to