FROM PLANNING TO LIVING LLC
How does the advisor help clients – Key Takeaways:
FROM PLANNING TO LIVING LLC is a well-established financial firm that provides expert guidance and support to its clients. With a team of highly skilled and experienced advisors, the firm offers a wide range of financial services to help individuals and businesses achieve their financial goals.
Some key takeaways that set FROM PLANNING TO LIVING LLC apart from other financial firms are:
- Comprehensive financial planning: The firm takes a holistic approach to financial planning, taking into consideration all aspects of a client’s financial life.
- Customized solutions: Every client has unique financial needs and the advisors at FROM PLANNING TO LIVING LLC tailor their strategies to meet those specific needs.
- Long-term relationships: The firm values long-term relationships with their clients and is committed to helping them achieve financial success throughout every stage of their lives.
Facts and Insights:
Founded in 2005, FROM PLANNING TO LIVING LLC has been in business for over 15 years. The firm has $500 million in assets under management, with a team of 10 advisors dedicated to helping clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered:
FROM PLANNING TO LIVING LLC offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
FROM PLANNING TO LIVING LLC works with a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Families
- Young professionals
- Retirees
Fees & Compensation:
The firm operates on a fee-only compensation structure, meaning they do not earn commissions from financial products they recommend to clients. This ensures that their advice is always unbiased and in the best interest of their clients. Fees are based on a percentage of assets under management, with rates varying depending on the level of services provided.
Background:
The advisors at FROM PLANNING TO LIVING LLC are highly qualified and experienced professionals. The majority hold advanced degrees and certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm also prides itself on staying up-to-date with industry trends and changes, ensuring that their clients receive the best possible guidance and advice.
Financial Advisor Disclosures to Know:
- FROM PLANNING TO LIVING LLC has a clean disciplinary record with no legal or regulatory actions against the firm or its advisors.
- The firm is a registered investment advisor regulated by the Securities and Exchange Commission (SEC). This means they have a fiduciary duty to act in the best interest of their clients at all times.