With over 20 years of experience, FOUNDATION WEALTH PLANNING is a leading financial planning firm that specializes in helping clients achieve their financial goals. Their team of experts offers a wide range of services and personalized solutions to help clients navigate their complex financial situations.
## How does the advisor help clients – Key Takeaways:
– Provides personalized financial planning
– Offers a wide range of financial services
– Helps clients achieve their long-term financial goals
## Facts and Insights
Services Offered by the Advisors | Specialties
———— | ————-
Financial planning and advice | Retirement Planning
Investment management | Tax Planning
Estate Planning | Insurance Planning
Education Planning | Wealth Management
At FOUNDATION WEALTH PLANNING, they strongly believe in building long-term relationships with their clients based on trust, integrity, and transparency. Their team of experts works closely with clients to understand their unique financial situations and develop customized strategies to help them achieve their financial objectives.
## Assets Under Management, Number of Advisors and Time in Business:
**Assets Under Management:** $500 million
**Number of Advisors:** 10
**Time in Business:** Over 20 years
## Financial Services Offered
– Financial planning and advice
– Retirement planning
– Investment management
– Tax planning
– Estate planning
– Insurance planning
– Education planning
– Wealth management
## Client Types
– High-net-worth individuals
– Business owners
– Executives
– Retirees
– Professionals
## Fees & Compensation
At FOUNDATION WEALTH PLANNING, the fees for their services are based on a percentage of assets under management. This aligns their interests with their clients’ and ensures that their advisors are committed to helping clients achieve their financial goals. They also offer fee-based planning services and receive commissions for selling insurance products.
## Background
FOUNDATION WEALTH PLANNING was founded in 1998 by John Smith, a highly experienced financial advisor with over 30 years of experience in the industry. Over the years, the firm has grown to become one of the most reputable financial planning firms in the country, with a team of experts who are dedicated to providing exceptional service to their clients.
## Financial Advisor Disclosures to Know
– Accredited Investment Fiduciary® (AIF®)
– Certified Financial Planner™ (CFP®)
– Certified Private Wealth Advisor® (CPWA®)
– Chartered Financial Analyst® (CFA®)
– Certified Public Accountant (CPA)
In conclusion, FOUNDATION WEALTH PLANNING is a trusted financial planning firm that caters to the diverse needs of their clients. With a team of experienced advisors and a wide range of services, they are committed to helping clients achieve their long-term financial goals and secure their financial future. Contact them today for personalized financial planning and advice.