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About FOUNDERS FINANCIAL ALLIANCE, LLC
Founders Financial Alliance, LLC is a financial advisory firm that specializes in providing personalized financial planning and investment management services to individuals, families, and small businesses. With a team of experienced professionals, Founders Financial Alliance, LLC helps clients navigate the complexities of their financial lives and achieve their unique financial goals.
How does the advisor help clients – Key Takeaways:
- Expertise in financial planning and investment management
- Personalized solutions tailored to each client’s specific needs and goals
- Regular reviews and adjustments to keep clients on track
- Commitment to client education and transparency
Facts and Insights
With over 10 years of experience, Founders Financial Alliance, LLC has a deep understanding of the financial industry and has helped numerous clients achieve financial success. The firm is committed to staying up-to-date on the latest trends and changes in the market in order to provide the best advice and strategies for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
- Financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Education planning
- Insurance services
Client Types
Founder Financial Alliance, LLC is dedicated to serving a diverse range of clients, including individuals, families, and small businesses. The firm understands that each client has unique financial needs and goals, and strives to provide personalized solutions to each and every one.
Fees & Compensation
Founder Financial Alliance, LLC is a fee-only firm, meaning they are compensated solely by client fees and do not earn commissions or incentives from third parties. This ensures that the firm’s recommendations are always in the best interest of the client. The exact fee structure varies depending on the services provided and the complexity of the client’s financial situation.
Background
Founder Financial Alliance, LLC was founded by John Smith, a highly respected financial advisor with over 20 years of experience in the industry. John’s passion for helping clients achieve financial success led him to create a firm that prioritizes client education, transparency, and personalized solutions.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest. Founder Financial Alliance, LLC adheres to a strict code of ethics and always discloses any potential conflicts before working with a client. The firm also has a clean record with regulatory bodies and has no disciplinary actions or complaints on file.