How does the advisor help clients – Key Takeaways:
ENCOMPASS FINANCIAL PLANNING is a leading financial planning firm that specializes in helping clients achieve their financial goals. Their team of experts is dedicated to providing unbiased and personalized financial advice to individuals, families, and businesses.
Facts and Insights
ENCOMPASS FINANCIAL PLANNING has been in the business for over 15 years, serving clients across the country. The firm manages over $500 million in assets and has a team of 20 experienced advisors to assist their clients in achieving financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 20 |
| Time in Business | Over 15 years |
Financial Services Offered
ENCOMPASS FINANCIAL PLANNING offers a wide range of financial services to help their clients achieve their goals. These services include retirement planning, investment management, tax planning, insurance planning, and estate planning. They also provide education and resources to help clients navigate their financial journey.
Client Types
ENCOMPASS FINANCIAL PLANNING works with a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they tailor their services to meet those specific needs.
Fees & Compensation
ENCOMPASS FINANCIAL PLANNING operates on a fee-only structure, which means they do not earn commissions from selling financial products. This ensures that their clients receive objective and unbiased advice. The firm charges a fee based on a percentage of the assets they manage for their clients, making their interests aligned with their clients’ success.
Background
The team at ENCOMPASS FINANCIAL PLANNING is comprised of experienced and knowledgeable advisors, financial planners, and support staff. They are committed to staying up-to-date with the latest financial trends and laws to provide their clients with the best possible advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, ENCOMPASS FINANCIAL PLANNING is legally bound to act in the best interest of their clients. They are also required to disclose any potential conflicts of interest and provide their clients with transparent fee structures. This ensures that their clients can trust and rely on their services.