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About DON A. SLABAUGH, LLC
DON A. SLABAUGH, LLC is a financial advisory firm that specializes in providing expert financial guidance to clients. Led by Don A. Slabaugh, a seasoned financial expert with years of experience, the firm offers a wide range of services to help clients achieve their financial goals and secure their future.
How the Advisor Helps Clients – Key Takeaways:
DON A. SLABAUGH, LLC is dedicated to providing top-notch financial guidance to clients. The firm understands that each client has different financial goals and needs, so they tailor their services accordingly. Their main objective is to help clients make informed financial decisions and achieve financial freedom.
Facts and Insights:
It is important for clients to have a good understanding of the firm they are entrusting their finances with. Here are some key facts and insights about DON A. SLABAUGH, LLC:
| Assets Under Management | $50 million |
|---|---|
| Number of Advisors | 1 |
| Time in Business | 10 years |
Financial Services Offered:
DON A. SLABAUGH, LLC offers a diverse range of financial services to meet the unique needs of their clients. Some of the services offered by the firm include investment management, retirement planning, tax planning, estate planning, and more. Their team of experts assists clients in creating a personalized financial plan that aligns with their goals and objectives.
Client Types:
The firm caters to a wide range of clients from different backgrounds. DON A. SLABAUGH, LLC serves individuals, families, small businesses, and corporations. No matter the client type, they prioritize building strong and long-lasting relationships to better understand their clients’ needs and provide personalized financial solutions.
Fees & Compensation:
When it comes to fees and compensation, DON A. SLABAUGH, LLC operates on a fee-based model. This means that they charge a percentage of the client’s assets under management as their advisory fee. This model ensures that the firm’s success is tied to their clients’ success, providing a strong incentive to deliver the best possible results.
Background:
DON A. SLABAUGH, LLC was founded by Don A. Slabaugh in 2011. With over 20 years of experience in the financial industry, Don is a trusted and highly sought-after financial expert. He holds various certifications, including Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®). He is also an active member of numerous professional organizations, including the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know:
As a registered investment advisor, DON A. SLABAUGH, LLC is required to disclose any potential conflicts of interest and any disciplinary actions taken against them. Fortunately, the firm has a clean record with no disciplinary actions or legal proceedings. They also have a fiduciary duty to act in the best interests of their clients, ensuring transparency and honesty in all their dealings.