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How does the advisor help clients – Key Takeaways:
FINANCIAL SECURITY PLANNING SERVICES, INC. provides comprehensive financial security planning services to individuals and businesses. The company prides itself on its team of financial experts who are dedicated to helping clients achieve their financial goals through personalized strategies and recommendations.
Facts and Insights
Incorporated in 1995, FINANCIAL SECURITY PLANNING SERVICES, INC. has established a strong reputation in the financial services industry. The company is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
FINANCIAL SECURITY PLANNING SERVICES, INC. works with a diverse range of clients, including individuals, families, and businesses. The company tailors its services to meet the unique financial needs and goals of each client.
Fees & Compensation
As an independent financial advisory firm, FINANCIAL SECURITY PLANNING SERVICES, INC. is not bound by any obligations to specific financial products or companies. This allows the company to provide unbiased and objective advice to its clients. The company’s fees and compensation structure is transparent and is based on a fee-only model, meaning that clients pay a flat fee for services rendered rather than commissions or sales charges.
Background
The team at FINANCIAL SECURITY PLANNING SERVICES, INC. is led by highly experienced financial advisors with years of industry expertise. They are committed to ongoing education and training to stay current with the ever-changing financial landscape and provide the best possible guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FINANCIAL SECURITY PLANNING SERVICES, INC. is required to provide clients with certain disclosures, including the company’s code of ethics and potential conflicts of interest. The company takes these disclosures seriously and is committed to full transparency with its clients.