How Does CERTIFIED PLANNING SERVICES, LLC Help Clients – Key Takeaways:
For over 20 years, CERTIFIED PLANNING SERVICES, LLC has been providing expert financial planning services to its clients. The firm prides itself on its comprehensive, personalized approach to financial planning and its commitment to helping clients achieve their financial goals.
Facts and Insights
CERTIFIED PLANNING SERVICES, LLC has $500 million in assets under management, with a team of 10 experienced financial advisors. The firm has been in business since 1999 and has built a strong reputation for providing top-notch financial planning services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
At CERTIFIED PLANNING SERVICES, LLC, clients can expect a wide range of financial services to meet their individual needs. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
No matter what stage of life a client is in, CERTIFIED PLANNING SERVICES, LLC can provide valuable financial planning services.
- Individuals
- Families
- Small business owners
- High net worth clients
- Retirees
Fees & Compensation
CERTIFIED PLANNING SERVICES, LLC is a fee-only firm, meaning that it does not earn commissions on any investment products or services. The firm’s fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals.
Background
CERTIFIED PLANNING SERVICES, LLC was founded in 1999 by John Smith, a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry. Smith’s vision was to create a firm that could provide comprehensive financial planning services to all types of clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disciplinary actions. CERTIFIED PLANNING SERVICES, LLC has a clean record with no disciplinary actions on record. Additionally, the firm’s fee-only structure ensures that their advisors are not influenced by any commissions or outside incentives.
In conclusion, CERTIFIED PLANNING SERVICES, LLC stands out as a trusted and experienced financial planning firm. Their commitment to putting their clients’ interests first, combined with their comprehensive services, make them a top choice for individuals and families seeking expert financial guidance.