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How does the advisor help clients – Key Takeaways:
Ferguson Financial Planning is a respected financial firm that provides comprehensive and personalized financial planning services to individuals, families, and businesses. With over 15 years of experience in the industry, they have a proven track record of helping clients achieve their financial goals and secure their financial future.
Facts and Insights
Ferguson Financial Planning has over $50 million in assets under management, with a team of 5 highly qualified and experienced advisors. They have been in business since 2005, establishing a strong reputation for their expertise and commitment to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 15 years |
Financial Services Offered
Ferguson Financial Planning offers a wide range of financial services to meet the diverse needs of their clients. Their services include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
Client Types
Ferguson Financial Planning works with a diverse range of clients, including individuals, families, and small businesses. They have the expertise and knowledge to address the unique financial needs of each client, regardless of their life stage or financial goals.
Fees & Compensation
Ferguson Financial Planning operates on a fee-only basis, which means they do not earn commissions or receive any compensation for recommending specific investments or products. This allows them to provide unbiased financial advice and act in the best interest of their clients.
Background
The founder and lead financial advisor of Ferguson Financial Planning, John Ferguson, has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and holds a Master of Business Administration (MBA) degree, making him highly qualified to handle complex financial situations.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Ferguson Financial Planning is legally obligated to disclose any potential conflicts of interest to their clients. This includes disclosing any affiliations or relationships with financial institutions or companies that may influence their recommendations or actions.