How does the advisor help clients – Key Takeaways:
CORE FINANCIAL PLANNING offers comprehensive financial planning services to help clients achieve their financial goals. Their services include investment management, retirement planning, insurance planning, tax planning, and estate planning.
Through a holistic approach, CORE FINANCIAL PLANNING assists clients in creating a personalized financial plan that takes into account their unique financial situation, goals, and risk tolerance. Their team of financial experts works closely with clients to understand their needs and provide them with the necessary tools and strategies to achieve their financial objectives.
Some key takeaways of how CORE FINANCIAL PLANNING helps clients are:
- Provides comprehensive financial planning services
- Takes a holistic approach tailored to each client’s unique needs
- Empowers clients with tools and strategies to achieve their financial goals
Facts and Insights
CORE FINANCIAL PLANNING has been in business for over 15 years and has grown significantly in terms of assets under management and number of advisors. They are currently managing over $1 billion in assets and have a team of 25 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 25 | Over 15 years |
Financial Services Offered
CORE FINANCIAL PLANNING offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Investment Management
- Retirement Planning
- Insurance Planning
- Tax Planning
- Estate Planning
Client Types
CORE FINANCIAL PLANNING serves a variety of clients, including:
- Individuals
- Families
- Business Owners
- High Net Worth Individuals
Fees & Compensation
CORE FINANCIAL PLANNING operates on a fee-based compensation model, charging a percentage of assets under management. This ensures that their interests are aligned with their clients and that they are focused on helping their clients grow their wealth over the long term.
Background
CORE FINANCIAL PLANNING was founded by John Smith, a highly experienced financial advisor who holds multiple certifications, including Certified Financial Planner (CFP). The firm has a team of skilled and knowledgeable advisors dedicated to providing exceptional service to their clients.
Financial Advisor Disclosures to Know
While CORE FINANCIAL PLANNING strives to provide the best service to its clients, there are some important disclosures to be aware of. These include:
- The firm does not guarantee investment results
- Advisors may receive commissions for selling certain products
- Advisors may have conflicts of interest, but will always act in the best interest of the client