How does the advisor help clients – Key Takeaways:
As a leading financial planning corporation, CALVERT PLANNING CORPORATION is dedicated to helping clients achieve their financial goals and secure their financial future. They provide comprehensive financial services and expert guidance to individuals, families, and businesses. Through personalized strategies and transparent communication, they are committed to building long-term relationships with their clients based on trust and integrity.
Facts and Insights
With over 25 years of experience, CALVERT PLANNING CORPORATION has established itself as a reliable and reputable financial planning firm. They have helped numerous clients navigate various economic climates and achieve financial success. Here are some key facts and insights about the corporation:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 25+ years |
Financial Services Offered
CALVERT PLANNING CORPORATION offers a wide range of financial services to meet the diverse needs of their clients. They provide expert guidance and personalized strategies in the following areas:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
- Employee benefits
Client Types
Their client base is composed of individuals, families, and businesses from various industries and backgrounds. CALVERT PLANNING CORPORATION understands that each client has different needs and goals, and they tailor their services accordingly. Their diverse client base includes:
- High-net-worth individuals
- Professionals
- Small business owners
- Retirees
- Non-profit organizations
Fees & Compensation
CALVERT PLANNING CORPORATION operates on a fee-based compensation model, meaning they charge a percentage of the assets under their management. This aligns their interests with those of their clients, as their compensation is directly tied to the success of their clients’ investments. They are transparent about their fees and do not charge any hidden commissions or fees.
Background
CALVERT PLANNING CORPORATION was founded in 1995 by John Calvert, a financial expert with over 30 years of experience in the industry. John’s passion for helping people achieve their financial goals led him to establish the firm and assemble a team of experienced and dedicated financial advisors. Today, the firm continues to grow and serve clients with the same commitment and dedication that it was founded on.
Financial Advisor Disclosures to Know
As a registered investment advisor, CALVERT PLANNING CORPORATION is required to disclose any potential conflicts of interest and disclose any disciplinary history. They have a clean record and are committed to upholding the highest ethical standards in all their interactions with clients.
In conclusion, CALVERT PLANNING CORPORATION is a trusted financial planning firm that puts their clients’ best interests first. With their experienced team, comprehensive services, and transparent approach, they are well-equipped to help clients achieve their financial goals and secure their future.