How does the advisor help clients – Key Takeaways:
DRESNER FINANCIAL PLANNING is a reputable financial planning firm that offers a range of services to help clients achieve their financial goals. With their expert team of advisors and years of experience, they provide valuable insights and assistance in managing their clients’ assets and creating effective financial plans.
Facts and Insights
The following table showcases some key facts and insights about DRESNER FINANCIAL PLANNING:
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| Assets Under Management | $500 million+ |
|---|---|
| Number of Advisors | 20+ |
| Time in Business | 15+ years |
These numbers clearly reflect the success and trustworthiness of DRESNER FINANCIAL PLANNING in the financial industry. Their extensive experience and high level of assets under management demonstrate their expertise in managing clients’ funds and helping them achieve their financial objectives.
Financial Services Offered
DRESNER FINANCIAL PLANNING offers a comprehensive range of financial services to cater to the diverse needs of their clients. Some of their key services include:
- Personalized financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
Their team of advisors works closely with each client to understand their unique financial goals and objectives, and then develop tailored solutions to help them achieve those goals.
Client Types
DRESNER FINANCIAL PLANNING caters to a wide range of clients, including individuals, families, and small business owners. Their services are designed to meet the needs of clients with varying levels of wealth and financial goals. Additionally, they also work with clients from different industries, including healthcare, technology, and real estate.
Fees & Compensation
DRESNER FINANCIAL PLANNING operates on a fee-only basis, which means they do not receive any commissions or incentives for recommending specific products or services to their clients. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of the assets under management, and they also offer hourly and project-based fee arrangements.
Background
DRESNER FINANCIAL PLANNING was founded in 2005 by John Dresner, a certified financial planner with over 25 years of experience in the industry. Over the years, the firm has grown to become a leading name in the financial planning industry, thanks to their team of experienced and highly qualified advisors who are committed to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a reputable financial planning firm, DRESNER FINANCIAL PLANNING abides by all applicable regulations and laws. They also prioritize transparency and disclosure to their clients. Some key disclosures from the firm may include:
- Disclosure of any potential conflicts of interest
- Details of their fees and compensation structure
- Information about their licensing and credentials
- Disclosure of any legal or disciplinary actions
DRESNER FINANCIAL PLANNING believes in maintaining open and honest communication with their clients, and these disclosures are meant to provide clients with all the necessary information to make informed decisions.