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How does the advisor help clients – Key Takeaways:
FINANCIAL FREEDOM PLANNERS provides expert financial planning and advice to help clients achieve long-term financial success and security. Their goal is to educate and empower clients, giving them the knowledge and tools they need to make informed decisions about their finances.
Facts and Insights
According to the Investment Adviser Public Disclosure website, FINANCIAL FREEDOM PLANNERS has been in business since 2014 and manages over $50 million in assets. With a team of 3 advisors, they have a strong focus on personalized and comprehensive financial planning services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2014 | $50 million | 3 |
Financial Services Offered
FINANCIAL FREEDOM PLANNERS offers a wide range of financial services to their clients, including:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Cash flow analysis
Client Types
FINANCIAL FREEDOM PLANNERS works with a variety of clients, including individuals, families, and small business owners. They specialize in providing personalized financial planning services to help clients achieve their unique goals and objectives.
Fees & Compensation
FINANCIAL FREEDOM PLANNERS is a fee-based advisor, which means they charge a percentage of the client’s assets under management as compensation for their services. This fee structure is aligned with the client’s success, as the advisor’s fee increases as the client’s assets grow.
Background
The team at FINANCIAL FREEDOM PLANNERS is made up of experienced and knowledgeable financial professionals who are dedicated to helping clients achieve financial success. They have a strong commitment to ongoing education and staying up-to-date on the latest financial trends and strategies.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any disclosures that may be relevant to their services. As a registered investment advisor, FINANCIAL FREEDOM PLANNERS is required to disclose any potential conflicts of interest, legal or disciplinary events, and more. Their full disclosure can be found on the Investment Adviser Public Disclosure website.