How does the advisor help clients – Key Takeaways:
COUGHLIN FINANCIAL SERVICES, INC. is a highly reputable financial firm with years of experience in the industry. As a financial expert, their main priority is to help clients achieve their financial goals and secure their future.
With their team of experienced and knowledgeable advisors, COUGHLIN FINANCIAL SERVICES, INC. provides a wide range of financial services to their clients. From investment management, retirement planning, to estate planning, they have the expertise to guide their clients and help them make informed financial decisions.
In this article, we take a closer look at the key takeaways on how the advisor helps their clients.
Facts and Insights:
Here are some key facts and insights about COUGHLIN FINANCIAL SERVICES, INC.:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20+ | 15 years |
These numbers speak to the success, growth, and stability of COUGHLIN FINANCIAL SERVICES, INC. Clients can trust that their financial assets are in capable hands.
Financial Services Offered:
COUGHLIN FINANCIAL SERVICES, INC. offers a wide range of financial services to individuals, families, and businesses, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Planning
- Tax Planning
- Business Succession Planning
Their team of advisors has the expertise and resources to tailor these services to meet the unique financial goals and needs of their clients.
Client Types:
COUGHLIN FINANCIAL SERVICES, INC. serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Families
Their advisors understand that each client has different financial needs and therefore, they provide personalized and comprehensive services to meet those needs.
Fees & Compensation:
COUGHLIN FINANCIAL SERVICES, INC. is a fee-only financial firm, which means they do not earn commissions from selling financial products. Instead, they charge a percentage of the assets under management as their fee. This aligns their interests with their clients and ensures that they are working towards the best interest of their clients.
Background:
COUGHLIN FINANCIAL SERVICES, INC. was founded in 2005 by John Coughlin, a highly experienced and well-respected financial advisor. Their team consists of experienced professionals with a diverse range of expertise in the financial industry. They are committed to providing exceptional services and building long-term relationships with their clients.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of the potential conflicts of interest that may arise when working with a financial advisor. COUGHLIN FINANCIAL SERVICES, INC. is transparent about their disclosures and strives to maintain the highest level of integrity and ethical standards in their business practices. Some important disclosures to know include:
- COUGHLIN FINANCIAL SERVICES, INC. has a referral arrangement with certain insurance companies where they may receive compensation for referring clients to these companies for insurance products.
- Some of their advisors are registered representatives of a broker-dealer and may earn commissions for the sale of securities.
Overall, COUGHLIN FINANCIAL SERVICES, INC. is dedicated to providing transparent and unbiased financial advice to their clients.