How Does the Advisor Help Clients – Key Takeaways:
FLOURISH FINANCIAL PLANNING is a team of experienced financial experts dedicated to helping their clients achieve financial success. Through personalized financial planning and expert advice, FLOURISH FINANCIAL PLANNING guides clients towards their financial goals with confidence and ease.
Facts and Insights
FLOURISH FINANCIAL PLANNING has been in business for over 15 years, with a team of 10 advisors managing assets totaling $500 million. They have a proven track record of success, with a client base that includes high net worth individuals, families, and retirement accounts.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
FLOURISH FINANCIAL PLANNING offers a wide range of financial services to meet the diverse needs of their clients. Some of the key services include financial planning, investment management, retirement planning, and tax and estate planning.
Client Types
FLOURISH FINANCIAL PLANNING works with a variety of clients, including high net worth individuals, families, and retirement accounts. They also cater to different life stages, from young professionals just starting their careers to retirees looking to preserve and grow their wealth.
Fees & Compensation
FLOURISH FINANCIAL PLANNING operates on a fee-only basis, meaning they are compensated solely by their clients and do not receive commissions or kickbacks from third parties. This ensures that their advice is always unbiased and in the best interest of their clients.
Background
FLOURISH FINANCIAL PLANNING was founded by a team of experienced financial advisors with a shared mission to help individuals and families achieve financial security and success. With a combined experience of over 50 years in the industry, FLOURISH FINANCIAL PLANNING is well-equipped to handle any financial situation.
Financial Advisor Disclosures to Know
FLOURISH FINANCIAL PLANNING follows a strict code of ethics and is fully transparent about any potential conflicts of interest. They are registered with the Securities and Exchange Commission (SEC) and are required to disclose any disciplinary actions or legal proceedings against them. Clients can feel confident knowing they are working with a trustworthy and reputable financial advisor.