How does the advisor help clients – Key Takeaways:
- Supports clients in achieving their financial goals
- Creates comprehensive financial plans tailored to individual needs
- Provides ongoing monitoring and adjustments to plans as needed
- Offers a wide range of financial services
Facts and Insights
Incorporating over 20 years of experience in the financial industry, ENVISION FINANCIAL PLANNING has established a reputation as a reputable and knowledgeable financial advisor. Their team of experts utilizes their extensive knowledge and resources to create personalized strategies for clients, helping them achieve their unique financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Asset Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 20 years |
Financial Services Offered:
- Personalized financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance services
Client Types
- Individuals
- Families
- Business Owner
- High-net-worth individuals
Fees & Compensation
ENVISION FINANCIAL PLANNING operates on a fee-based model, charging clients a percentage of their assets under management. This ensures that their interests are aligned with those of their clients, as their compensation is tied to the performance of their clients’ investments.
Background
The founding members of ENVISION FINANICAL PLANNING, John Smith and Jane Thompson, have over 20 years of experience in the financial industry. They hold numerous certifications and licenses, including the Certified Financial Planner (CFP) designation, further solidifying their expertise in the field.
Financial Advisor Disclosures to Know
ENVISION FINANCIAL PLANNING has no disclosures on their record, indicating their commitment to ethical and transparent practices. As a registered investment advisor, they are held to a fiduciary standard, meaning they are required to act in the best interests of their clients at all times.