ESTATE PLANNERS OF NEW ENGLAND, LLC
Estate Planners of New England, LLC is a highly respected and experienced team of financial professionals who specialize in estate planning and wealth preservation. With decades of combined experience, they have established themselves as a leading firm in the New England region, providing top-notch financial services to a wide range of clients.
How does the advisor help clients – Key Takeaways:
- Specializes in estate planning and wealth preservation
- Decades of combined experience
- Serves a diverse range of clients throughout New England
- Highly respected and established reputation
Facts and Insights
Estate Planners of New England, LLC offers a variety of financial services to help their clients reach their long-term financial goals and ensure the protection and preservation of their assets. With a focus on estate planning, their team has a deep understanding of the complexities and nuances of this specialization, allowing them to provide personalized and comprehensive solutions that meet the individual needs of each client.
Their team is constantly staying up-to-date with the latest trends and changes in the financial industry, allowing them to provide their clients with the most relevant and effective strategies. They also value communication and collaboration, working closely with their clients to understand their unique situations and develop tailored plans that align with their goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 10 | Over 20 years |
Financial Services Offered
Estate Planners of New England, LLC offers a wide range of financial services to cater to the diverse needs of their clients. Some of their primary services include:
- Estate planning
- Tax planning and management
- Trust and fiduciary services
- Retirement planning
- Investment management
- Wealth preservation
- Insurance and risk management
In addition, they also provide specialized services such as charitable giving planning and business succession planning.
Client Types
Estate Planners of New England, LLC works with a diverse range of clients, including high-net-worth individuals, families, and business owners. They also serve retirees and pre-retirees, as well as individuals just starting to build their wealth. Regardless of their clients’ backgrounds or financial situations, the team at Estate Planners of New England, LLC is committed to providing top-quality financial services that meet their unique needs.
Fees & Compensation
Estate Planners of New England, LLC operates on a fee-only basis, meaning they do not earn commissions from products sold. This ensures complete transparency and eliminates any potential conflicts of interest. They work with their clients to establish a fee structure that aligns with their needs and goals.
Background
Estate Planners of New England, LLC was founded over 20 years ago by a team of highly experienced and knowledgeable financial professionals. Their main goal was to provide individuals and families with comprehensive and effective estate planning and wealth preservation strategies. Over the years, they have built a strong reputation for their expertise, personalized service, and commitment to client success.
Financial Advisor Disclosures to Know
As a registered investment advisor, Estate Planners of New England, LLC is required to disclose any potential conflicts of interest or information that may affect a client’s decision to work with them. They are committed to complete transparency and will provide any necessary disclosures to their clients before engaging in any services.