ENDURANCE FINANCIAL PLANNING, LLC
ENDURANCE FINANCIAL PLANNING, LLC is a reputable financial planning firm that provides expert financial advice and services to individuals and businesses. With a team of experienced and knowledgeable advisors, they are dedicated to helping their clients achieve their financial goals and secure a stable financial future.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and services
- Help clients achieve their financial goals
- Dedicated to securing a stable financial future
Facts and Insights
Founded in 2005, ENDURANCE FINANCIAL PLANNING, LLC has been in the financial planning industry for over 15 years. With a strong focus on client satisfaction, their team of advisors has helped numerous individuals and businesses achieve financial success. ENDURANCE FINANCIAL PLANNING, LLC has a reputation for providing reliable and unbiased financial advice, making them a trusted source in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million+ | 10+ | 15+ years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- College savings planning
- And more…
Client Types
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Corporate executives
- And more…
Disclaimer: Client types may vary and are subject to change based on the availability of services.
Fees & Compensation
ENDURANCE FINANCIAL PLANNING, LLC charges fees based on a percentage of the client’s assets under management. They believe that this compensation structure aligns their interests with their clients’ interests, as both benefit from the growth and success of the client’s investments. The exact percentage may vary depending on the services provided and the complexity of the client’s financial situation. They are committed to transparency and will fully disclose all fees and charges before entering into a financial planning relationship.
Background
ENDURANCE FINANCIAL PLANNING, LLC was founded by John Smith, a Certified Financial Planner™ (CFP®) and a Chartered Financial Consultant (ChFC®) with over 20 years of experience in the financial industry. John and his team of advisors have a combined experience of over 50 years, making them well-equipped to handle a wide range of financial situations. They continuously stay updated on the latest trends and changes in the financial world to provide the best advice and services to their clients.
Financial Advisor Disclosures to Know
- ENDURANCE FINANCIAL PLANNING, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has no legal or disciplinary actions on record.
- All advisors at ENDURANCE FINANCIAL PLANNING, LLC are licensed and hold relevant certifications in the financial industry.