DILLON FINANCIAL PLANNING, INC.

DILLON FINANCIAL PLANNING, INC. is a well-known and reputable financial planning firm that has been providing expert financial advice to clients for over 20 years. They have established themselves as a leader in the industry, offering a wide range of services and helping clients achieve their financial goals.

H2: How does the advisor help clients – Key Takeaways:
At DILLON FINANCIAL PLANNING, INC., clients can expect to receive personalized and comprehensive financial planning services. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a customized plan. They also believe in educating their clients and empowering them to make informed financial decisions.

H2: Facts and Insights
Here are some key facts and insights about DILLON FINANCIAL PLANNING, INC.:

H2: Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management:	$500 million
Number of Advisors:	10
Time in Business:	Over 20 years

H2: Financial Services Offered
DILLON FINANCIAL PLANNING, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include:

– Retirement planning
– Investment management
– Tax planning
– Estate planning
– Insurance planning
– Education planning
– Cash flow management
– Business planning

H2: Client Types
The firm serves a variety of clients, including:

– Individuals and families
– Business owners
– Executives
– Professionals
– Non-profit organizations

They also have expertise in working with clients who have complex financial situations.

H2: Fees & Compensation
DILLON FINANCIAL PLANNING, INC. follows a fee-only compensation model, meaning they do not earn commissions from selling financial products. This ensures that their advice is unbiased and aligned with the best interest of their clients. Their fees are based on a percentage of assets under management and are transparently disclosed to clients.

H2: Background
DILLON FINANCIAL PLANNING, INC. was founded in 1999 by John Dillon, a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry. The firm has grown over the years and now has a team of 10 highly experienced and qualified advisors.

H2: Financial Advisor Disclosures to Know
As a registered investment advisor, DILLON FINANCIAL PLANNING, INC. has a fiduciary duty to act in the best interest of their clients. This means they must disclose any potential conflicts of interest and be transparent about their fees and compensation.

In addition, the firm has a clean record with regulators and has not faced any disciplinary actions or legal issues. They are also transparent about their investment strategies and provide clients with detailed information about the risks involved.

Overall, DILLON FINANCIAL PLANNING, INC. has an excellent reputation and track record of helping clients achieve their financial goals. Their personalized approach, expertise, and commitment to transparency make them a top choice for anyone seeking financial planning services.