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How does the advisor help clients – Key Takeaways:
Durant Financial Planning LLC provides its clients with expert financial guidance and support, helping them achieve their financial goals and secure their financial future.
The following are some key takeaways of how this financial expert helps their clients:
- Develops personalized financial plans based on individual client’s financial goals and needs
- Monitors and adjusts financial plans as necessary to ensure they remain aligned with clients’ goals
- Provides ongoing support and guidance to clients in making financial decisions
- Offers a wide range of financial services and strategies to help clients build and preserve wealth
- Works as a trusted partner with clients, building long-term relationships based on honesty and integrity
Facts and Insights
Durant Financial Planning LLC has a team of experienced financial experts who provide clients with comprehensive and tailored financial planning and investment strategies.
The following are some insights into the company’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Durant Financial Planning LLC offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. Some of the services offered include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
Durant Financial Planning LLC serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
- High-net-worth individuals
- Trusts and foundations
Fees & Compensation
Durant Financial Planning LLC charges a fee based on a percentage of the client’s assets under management. This aligns the company’s interests with the clients’ and ensures that the company is focused on helping clients grow their wealth.
The fee structure is transparent, with no hidden fees or commissions. The company prides itself on providing unbiased and objective financial advice to its clients.
Background
Durant Financial Planning LLC was founded in 2006 by John Durant, a certified financial planner with over 20 years of experience in the financial industry. John is committed to helping clients achieve their financial goals and has built a team of knowledgeable and passionate financial experts to support him.
Financial Advisor Disclosures to Know
As a registered investment advisor, Durant Financial Planning LLC is required to disclose any potential conflicts of interest and legal or disciplinary events that may have occurred in the past. The company has a clean record with no reported disciplinary actions.
Durant Financial Planning LLC is dedicated to providing clients with honest and transparent financial guidance and maintaining the highest ethical standards in the industry.