How does the advisor help clients – Key Takeaways:
FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC provides comprehensive financial planning and investment management services to clients of all ages and income levels. The firm believes that a personalized approach is essential to creating a successful financial plan. They design plans that align with their clients’ goals and risk tolerance, helping them make informed decisions about their financial future.
Facts and Insights
Founded in 2005, FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC has over 15 years of experience in the financial industry. The firm is based in Florida but serves clients nationwide. They have a team of experienced advisors who are committed to providing top-notch financial advice and guidance to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 10 | 15 years |
Financial Services Offered
FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC offers a wide range of financial services to their clients, including retirement planning, investment management, tax planning, estate planning, insurance planning, and more. They also provide specialized services for business owners and professionals, such as succession planning and risk management.
Client Types
The firm caters to a diverse group of clients, including high net worth individuals, small business owners, professionals, and retirees. They work with clients of all ages and income levels, providing personalized solutions that meet their unique financial needs.
Fees & Compensation
FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC operates on a fee-only basis, which means they do not earn any commissions or incentives for recommending specific products or services. Their fees are based on a percentage of assets under management, with rates varying according to the complexity of the client’s financial situation.
Background
The advisors at FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC have extensive backgrounds in finance, accounting, and investments. They hold various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise allows them to provide comprehensive and well-informed financial advice to their clients.
Financial Advisor Disclosures to Know
FLORIDA ESTATE AND RETIREMENT PLANNING ADVISORS, LLC has a clean record with no regulatory or disciplinary actions. They have a strict code of ethics and always act in the best interest of their clients. The firm is also committed to transparency and provides all necessary disclosures to their clients, ensuring that they have a clear understanding of the services and fees involved.