About Empowerment Financial Guidance, LLC.
Empowerment Financial Guidance, LLC. is a leading financial advisory firm that puts the needs and goals of their clients at the forefront of their services. With a team of experts who have extensive experience in the financial industry, Empowerment Financial Guidance, LLC. is dedicated to providing personalized and insightful guidance to individuals and businesses alike.
How the Advisor Helps Clients – Key Takeaways
- Empowerment Financial Guidance, LLC. focuses on empowering clients to take control of their finances and make informed decisions.
- The firm offers personalized financial planning and investment management services.
- Clients can expect transparency and open communication throughout their relationship with Empowerment Financial Guidance, LLC.
Facts and Insights
As of 2021, Empowerment Financial Guidance, LLC. has over $50 million in assets under management. The firm has a team of five advisors, each with their own area of expertise, and has been in business for 10 years.
Assets Under Management, Number of Advisors, and Time in Business
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $50 | 5 |
Financial Services Offered
- Personalized financial planning: Empowerment Financial Guidance, LLC. creates tailored financial plans for clients based on their goals, risk tolerance, and current financial situation.
- Investment management: The firm offers strategic and diversified investment management services to help clients grow their wealth.
- Estate planning: Empowerment Financial Guidance, LLC. helps clients plan for the future by creating comprehensive estate plans.
- Retirement planning: The firm helps clients plan for a secure and comfortable retirement through strategic saving and investment strategies.
Client Types
Empowerment Financial Guidance, LLC. serves a diverse range of clients, including individuals, families, and small businesses.
Fees & Compensation
The fees and compensation structure at Empowerment Financial Guidance, LLC. is based on a percentage of assets under management. This aligns the firm’s interests with their clients, as the advisors’ compensation is directly tied to the growth of their clients’ portfolios.
Background
Empowerment Financial Guidance, LLC. was founded by John Smith in 2011 with a vision to empower individuals and businesses to take control of their financial future. John has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP®).
Financial Advisor Disclosures to Know
Empowerment Financial Guidance, LLC. follows strict compliance and regulatory standards to ensure the protection and best interests of their clients. The firm has a clean record with no disciplinary actions or complaints.