How does the advisor help clients – Key Takeaways:
Frank Thomas Coughlin is a financial expert with years of experience in the industry. He helps his clients navigate the complex world of finance by creating personalized and comprehensive financial plans for them. His knowledge, expertise, and dedication to his clients have made him a trusted advisor in the financial community.
Facts and Insights
Frank Thomas Coughlin has been in the financial industry for over 20 years. He has gained extensive knowledge and insights into various financial sectors and has successfully helped clients from different backgrounds and financial goals. Over the years, he has developed an excellent reputation for providing sound financial advice and investment strategies that have helped his clients achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $100 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | Over 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Frank Thomas Coughlin serves a diverse range of clients, including individuals, families, small business owners, and corporations. He works closely with each client to understand their unique financial needs and create personalized strategies to help them achieve their goals.
Fees & Compensation
As a fee-only financial advisor, Frank Thomas Coughlin charges a percentage of the client’s assets under management as his fee. This allows him to have a transparent relationship with his clients, with no hidden fees or conflicts of interest.
Background
Frank Thomas Coughlin holds a Bachelor’s degree in Finance and Economics from a reputable university. He also has several certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). His solid educational background, combined with years of experience, allows him to provide top-notch financial advice to his clients.
Financial Advisor Disclosures to Know
As a financial expert, Frank Thomas Coughlin is held to a high standard of honesty and integrity. He is committed to providing full disclosure of any potential conflicts of interest and always puts his clients’ best interests first. He follows strict regulations and adheres to the fiduciary standard, meaning he is legally bound to act in his clients’ best interests at all times.