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How does the advisor help clients – Key Takeaways:
The following are the key takeaways of FINANCIALLY HEALTHY, LLC as a financial expert:
- Provides financial expertise to clients
- Helps clients in managing their finances and investments
- Guides clients in developing financial goals and creating a plan to achieve them
- Offers personalized solutions to meet the unique needs of each client
- Uses a professional and unbiased approach in providing financial advice
Facts and Insights
FINANCIALLY HEALTHY, LLC is a team of experienced financial advisors who are dedicated to helping clients achieve financial success. The company is committed to providing personalized and comprehensive financial services to meet the diverse needs of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| As of December 31, 2020 | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 10 years |
Financial Services Offered
FINANCIALLY HEALTHY, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of the services provided include:
- Investment management
- Wealth management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
FINANCIALLY HEALTHY, LLC serves a diverse range of clients including:
- Individuals and families
- Business owners
- Retirees
- High-net-worth individuals
Fees & Compensation
FINANCIALLY HEALTHY, LLC believes in transparency when it comes to fees and compensation. The company charges a percentage of assets under management as well as an hourly fee for financial planning services. The exact fees are disclosed to clients before any services are rendered.
Background
FINANCIALLY HEALTHY, LLC was founded in 2010 by a team of experienced financial advisors with a vision to help individuals and families achieve financial security and independence. The company is registered with the , and its advisors have all necessary licenses and certifications to provide financial services.
Financial Advisor Disclosures to Know
As a registered investment advisor, FINANCIALLY HEALTHY, LLC is required to disclose any potential conflicts of interest to clients. These disclosures include any compensation received from third parties for recommending certain investments, as well as any affiliations with other companies or organizations.