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About E.A. HENDRICH FINANCIAL PLANNING, LLC
E.A. HENDRICH FINANCIAL PLANNING, LLC is a trusted financial planning firm dedicated to providing personalized and comprehensive financial solutions to their clients. With a team of experienced advisors and a commitment to exceptional service, the firm has built a strong reputation in the industry.
How does the advisor help clients – Key Takeaways:
– E.A. HENDRICH FINANCIAL PLANNING, LLC provides expert financial advice and planning services to individuals and businesses.
– The firm takes a holistic approach to financial management, considering all aspects of their clients’ financial goals and needs.
– E.A. HENDRICH FINANCIAL PLANNING, LLC places a strong emphasis on education and communication, ensuring that their clients have a clear understanding of their financial plans and strategies.
Facts and Insights
E.A. HENDRICH FINANCIAL PLANNING, LLC has been in business for over 15 years and has a team of 10 dedicated advisors. The firm’s commitment to staying up-to-date with the latest industry trends and best practices allows them to provide the most effective and relevant financial solutions for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15 years |
Financial Services Offered
– Investment planning
– Retirement planning
– Tax planning
– Estate planning
– Insurance planning
– Education planning
Client Types
E.A. HENDRICH FINANCIAL PLANNING, LLC serves a diverse range of clients, including individuals, families, business owners, and corporate executives. The firm’s advisors have experience working with clients from all income levels and stages of life, and are committed to providing tailored solutions to meet their unique needs.
Fees & Compensation
E.A. HENDRICH FINANCIAL PLANNING, LLC operates on a fee-only basis, meaning their only source of compensation is the fees paid by their clients. This ensures that their recommendations are always unbiased and in the best interest of their clients. The firm also offers a variety of fee structures, including hourly, fixed, and asset-based fees, giving clients flexibility and transparency in their financial planning.
Background
The founder and principal advisor of E.A. HENDRICH FINANCIAL PLANNING, LLC, E.A. Hendrich, has over 20 years of experience in the financial industry. She is a Certified Financial PlannerTM professional and a member of the Financial Planning Association (FPA). Under her leadership, the firm has grown into a highly reputable and successful financial planning practice.
Financial Advisor Disclosures to Know
As a registered investment advisor, E.A. HENDRICH FINANCIAL PLANNING, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. The firm has a clean record with no disclosures or disciplinary actions. This is a testament to their commitment to ethical and responsible financial practices.