How does the advisor help clients – Key Takeaways:
CERTIFIED FINANCIAL STRATEGIES CORPORATION is a top tier financial advisory firm that assists clients in achieving their financial goals through expert financial guidance. With a team of experienced advisors and a wide range of services, clients can trust the firm to provide personalized and effective strategies tailored to their unique financial needs.
Facts and Insights
CERTIFIED FINANCIAL STRATEGIES CORPORATION was founded in 2002, making it a well-established company with nearly two decades of experience in the financial industry. The firm has over $1 billion in assets under management and boasts a team of highly qualified advisors with a combined experience of over 100 years in the field of finance.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20+ | 18 years |
Financial Services Offered
CERTIFIED FINANCIAL STRATEGIES CORPORATION offers a comprehensive range of financial services to help clients achieve their goals. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
The firm primarily works with high net worth individuals, families, and small business owners. However, they also offer services for individuals and businesses of all income and asset levels.
Fees & Compensation
CERTIFIED FINANCIAL STRATEGIES CORPORATION operates on a fee-only model, meaning they only receive compensation directly from their clients. This eliminates potential conflicts of interest and ensures that the firm’s advisors are acting in their clients’ best interests. The firm’s fees are based on a percentage of assets under management and are fully disclosed to clients.
Background
CERTIFIED FINANCIAL STRATEGIES CORPORATION has a team of experienced advisors who hold various professional designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This diverse range of expertise allows the firm to provide comprehensive financial planning services to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, CERTIFIED FINANCIAL STRATEGIES CORPORATION has a fiduciary duty to act in the best interests of their clients. This means they are legally obligated to provide unbiased and honest advice. The firm also adheres to the Code of Ethics and Standards of Conduct set by the Certified Financial Planner Board of Standards.