How Does FOLLOWTHRU PLANNING ASSOCIATES LLC Help Clients? – Key Takeaways:
FOLLOWTHRU PLANNING ASSOCIATES LLC is a financial planning firm that offers comprehensive services to help clients achieve their financial goals. Their team of financial experts work with clients to develop customized plans that consider their unique financial situation, risk tolerance, and long-term objectives. Below are the key takeaways on how FOLLOWTHRU PLANNING ASSOCIATES LLC can help clients with their financial needs.
Facts and Insights
FOLLOWTHRU PLANNING ASSOCIATES LLC has been in business for over 10 years, serving a wide range of clients including individuals, families, and businesses. The firm has a team of highly qualified financial advisors who have extensive experience and knowledge in the industry. They are committed to providing personalized and comprehensive financial planning strategies to help clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10+ |
| Time in Business | 10+ years |
Financial Services Offered
FOLLOWTHRU PLANNING ASSOCIATES LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
Client Types
FOLLOWTHRU PLANNING ASSOCIATES LLC serves a diverse group of clients including:
- Individuals
- Families
- Businesses
- High-net-worth individuals
Fees & Compensation
The fees and compensation for FOLLOWTHRU PLANNING ASSOCIATES LLC are structured in a way that aligns with the best interests of their clients. The firm charges a fee based on a percentage of assets under management, with a minimum fee of $2,500. They do not receive any commissions or third-party payments for their services, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background
The team at FOLLOWTHRU PLANNING ASSOCIATES LLC is made up of highly experienced and qualified financial advisors with various backgrounds in finance, accounting, and law. They bring a diverse range of skills and expertise to the table, enabling them to provide well-rounded and comprehensive financial planning services to their clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest and disciplinary actions taken against their financial advisor. At FOLLOWTHRU PLANNING ASSOCIATES LLC, the firm has a clean regulatory record with no disciplinary actions taken against them, ensuring that clients can trust and rely on their advice.