About ELBERT FINANCIAL CONSULTING, INC.
ELBERT FINANCIAL CONSULTING, INC. is a renowned financial consulting firm that offers expert financial advice and services to clients. Founded in 2005, the firm has a team of highly experienced financial advisors who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
ELBERT FINANCIAL CONSULTING, INC. offers a variety of services to help clients make informed financial decisions. Some key takeaways from their services include:
- Providing personalized financial advice tailored to each client’s unique financial situation.
- Offering comprehensive financial planning services to help clients achieve their short-term and long-term financial goals.
- Assisting clients in creating a diversified investment portfolio to maximize returns and minimize risk.
- Regularly reviewing and adjusting financial plans to adapt to changing market conditions and personal circumstances.
- Providing ongoing support and guidance to help clients stay on track towards their financial goals.
Facts and Insights
ELBERT FINANCIAL CONSULTING, INC. has a strong track record of helping clients achieve financial success. Some facts and insights about the firm include:
- Over $500 million in assets under management
- A team of 10 highly experienced financial advisors
- More than 15 years in business serving clients across the country
- Average client net worth of $2 million
- Client retention rate of over 95%
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
ELBERT FINANCIAL CONSULTING, INC. offers a wide range of financial services to meet the needs of their clients. These include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
ELBERT FINANCIAL CONSULTING, INC. serves a diverse range of clients, including:
- High-net-worth individuals
- Small business owners
- Families
- Young professionals
- Retirees
Fees & Compensation
ELBERT FINANCIAL CONSULTING, INC. operates on a fee-only model, meaning they do not earn commissions from clients. This ensures that their advice is unbiased and in the best interest of their clients. Fees are based on a percentage of assets under management and vary depending on the services provided.
Background
The founder of ELBERT FINANCIAL CONSULTING, INC., John Elbert, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and holds a Master’s degree in Financial Planning. He has received numerous awards and accolades for his expertise and dedication to his clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, ELBERT FINANCIAL CONSULTING, INC. is legally required to disclose any potential conflicts of interest or relevant information to clients. These disclosures include:
- Any affiliations with financial product providers
- Compensation structure
- Disclosure of any legal or disciplinary history
- Disclosure of any potential conflicts of interest
ELBERT FINANCIAL CONSULTING, INC. takes transparency and honesty seriously, and their commitment to client satisfaction is evident in everything they do. Contact them today to learn more about how they can help you achieve your financial goals.