How does the advisor help clients – Key Takeaways:
GIFFIN PLANNING SERVICES, INC. is a financial planning firm that specializes in providing personalized and comprehensive financial advice to its clients. With a team of experts, their main goal is to help individuals and families achieve their financial goals and secure their financial future. Through their various services and expertise, GIFFIN PLANNING SERVICES, INC. helps clients manage their wealth, plan for retirement, navigate tax strategies, and more.
Facts and Insights:
GIFFIN PLANNING SERVICES, INC. has been in business since 2002 and has assets under management of over $500 million. Their team of experienced advisors consists of 5 individuals who hold various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). As a fiduciary, the firm is legally obligated to act in the best interest of their clients at all times.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | Since 2002 |
Financial Services Offered:
GIFFIN PLANNING SERVICES, INC. offers a wide range of financial services to help their clients achieve their financial goals. These include:
- Investment Management
- Retirement Planning
- Tax Strategies
- Estate Planning
- Insurance Planning
- Trust Services
- Education Planning
Client Types:
The firm serves a diverse range of clients, including individuals, families, and small businesses. They also have expertise in serving high net worth individuals and families who have complex financial needs.
Fees & Compensation:
GIFFIN PLANNING SERVICES, INC. charges a fee based on a percentage of assets under management for their investment management services. They also offer financial planning services with a flat fee or an hourly rate. They do not receive any commissions on products or services recommended to their clients.
Background:
GIFFIN PLANNING SERVICES, INC. was founded by John Giffin, who has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP). He started the firm with the belief that personalized and unbiased advice is crucial to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
GIFFIN PLANNING SERVICES, INC. discloses all relevant information to their clients, including any conflicts of interest. They are committed to transparency and providing their clients with the best possible service.