About Faulkner Financial Planning, LLC
Faulkner Financial Planning, LLC is a well-respected financial planning firm that has been helping clients achieve their financial goals for over 20 years. With their expert knowledge and personalized approach, their team of advisors has become a trusted resource for individuals and families seeking financial guidance.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services tailored to each client’s unique goals and needs.
- Offers sound advice and strategies to help clients build and protect their wealth.
- Educates clients on financial planning and investment principles to help them make informed decisions.
- Continues to monitor and adjust plans as needed to ensure clients stay on track to reach their financial goals.
Facts and Insights
Faulkner Financial Planning, LLC prides itself on staying up-to-date on market trends and industry developments to provide their clients with the most current and effective financial strategies. They have a deep understanding of the complexities of personal finance and are committed to helping clients navigate their financial journey with confidence.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 20+ years |
Financial Services Offered
Faulkner Financial Planning, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Budgeting and cash flow management
- Debt management
Client Types
Faulkner Financial Planning, LLC is dedicated to serving a wide range of clients, including:
- Individuals and families seeking to build and preserve their wealth
- Retirees planning for a comfortable and financially secure retirement
- Business owners looking to grow their business and plan for succession
- High net worth individuals seeking specialized financial planning strategies
- Young professionals and individuals just starting their financial journey
Fees & Compensation
Faulkner Financial Planning, LLC believes in transparent and fair fees for their services. They offer fee-based financial planning services, which means that their compensation is based on a percentage of the assets they manage for their clients. This aligns their interests with those of their clients, as their success is directly tied to the success of their clients’ investments.
Background
Faulkner Financial Planning, LLC was founded by Mark Faulkner, a highly experienced financial advisor with a passion for helping others achieve financial success. Mark holds several prestigious financial industry designations, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®). He has also been featured in various publications for his expertise in financial planning and investment management.
Financial Advisor Disclosures to Know
As a registered investment advisor, Faulkner Financial Planning, LLC is held to the fiduciary standard, which means they are legally obligated to act in the best interests of their clients. They have a clean disciplinary record and are committed to maintaining the highest ethical standards in their business practices.