How does the advisor help clients – Key Takeaways:
At FINANCIAL PLANNING CENTER, clients benefit from a team of experienced and knowledgeable financial experts who are dedicated to helping individuals and families achieve their financial goals.
The following are key takeaways on how the advisors at FINANCIAL PLANNING CENTER assist their clients:
- Offer customized financial planning solutions tailored to each client’s specific needs and goals
- Provide ongoing support and guidance to ensure clients stay on track to reaching their financial objectives
- Utilize a comprehensive approach to financial planning that takes into consideration all aspects of a client’s financial situation
- Stay current with industry trends and best practices to offer the most up-to-date and effective strategies for financial planning
Facts and Insights
Founded in 2005, FINANCIAL PLANNING CENTER has been in business for over 15 years, establishing themselves as a reputable and trusted source for financial planning services. With over $500 million in assets under management and a team of 10 knowledgeable advisors, clients can rest assured that their finances are in capable hands.
Some key insights about FINANCIAL PLANNING CENTER include:
- Their team collectively has over 100 years of experience in the financial industry
- They have a 95% client retention rate, a testament to their dedication to client satisfaction
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15+ |
Financial Services Offered
FINANCIAL PLANNING CENTER offers a wide range of financial services to meet the diverse needs of their clients. Some of their key services include:
- Retirement planning
- Investment management
- Insurance and risk management
- Tax planning
- Estate planning
Client Types
FINANCIAL PLANNING CENTER assists a range of clients, including:
- Individuals and families
- Small business owners
- Executives
- High net worth individuals
Fees & Compensation
FINANCIAL PLANNING CENTER operates on a fee-only basis, meaning they are not compensated through commission or other incentives. This ensures that their recommendations are solely based on their clients’ best interests.
Their fees are based on a percentage of assets under management, with rates ranging from 0.5% to 2%, depending on the amount of assets being managed.
Background
The team at FINANCIAL PLANNING CENTER is comprised of experienced and highly qualified financial advisors who are dedicated to helping their clients achieve financial success. Some notable backgrounds of their team members include:
- Certified Financial Planner (CFP®) designation
- Chartered Financial Analyst (CFA®) designation
- Master’s degree in Finance or related field
- Previous experience at top financial firms
Financial Advisor Disclosures to Know
FINANCIAL PLANNING CENTER is committed to transparency and providing all necessary disclosures to their clients. Some important disclosures to be aware of include:
- They are a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC)
- They have a fiduciary duty to act in the best interests of their clients
- There are no disciplinary actions or legal proceedings against any of their team members