and
How does the advisor help clients – Key Takeaways:
Finlayson Financial Planning, Inc. is committed to helping its clients achieve financial success and security through comprehensive financial planning. The company has a team of highly experienced advisors who provide personalized services based on each client’s unique needs and goals. With a wide range of financial services offered and a client-focused approach, Finlayson Financial Planning, Inc. is a top choice for individuals and businesses looking for expert financial guidance.
Facts and Insights
Founded in 2005, Finlayson Financial Planning, Inc. has become a leading financial planning firm with a track record of success. The company has a solid reputation for delivering sound financial advice and helping clients achieve their financial goals. Utilizing their extensive knowledge and expertise in the field, the team at Finlayson Financial Planning, Inc. stays up-to-date on the latest financial trends and market changes to provide clients with the best possible guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 16 years |
Financial Services Offered
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Insurance Planning
- College Planning
- Business Planning
Client Types
Finlayson Financial Planning, Inc. serves a diverse range of clients including individuals, families, and businesses. They work with clients at all stages of their financial journey, from young professionals just starting out, to established business owners and retirees.
Fees & Compensation
As a fee-only financial planning firm, Finlayson Financial Planning, Inc. is dedicated to providing transparent and unbiased services to clients. They charge a percentage of assets under management or an hourly fee, depending on the services provided. This fee structure ensures that the company’s interests are aligned with their clients’ and eliminates potential conflicts of interest.
Background
The founder of Finlayson Financial Planning, Inc., John Finlayson, CFP®, has over 25 years of experience in the financial industry. He is committed to helping clients achieve their financial goals and has built a team of knowledgeable and qualified advisors to assist him in this mission. The company has maintained a strong presence in the financial sector and has received numerous accolades for their services.
Financial Advisor Disclosures to Know
Finlayson Financial Planning, Inc. prides itself on maintaining honesty and transparency with its clients. As such, they have no disclosures to report and have a clean regulatory record. The company upholds the fiduciary standard, meaning they always act in their clients’ best interests and disclose all potential conflicts of interest.