…
How does the advisor help clients – Key Takeaways:
Goggans Group Inc. is a financial firm that provides expert guidance to clients seeking to achieve their financial goals. Through their comprehensive financial services, they assist clients with planning, investing, and managing their wealth.
Facts and Insights
Goggans Group Inc. was founded in 2005 and has become a trusted name in the financial industry. With a team of experienced and knowledgeable advisors, they have helped numerous clients achieve financial success.
The company follows a client-centered approach and takes the time to understand each client’s unique financial situation and goals. They then develop personalized strategies to help their clients reach their objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business (Years) |
|---|---|---|
| $500 million | 25 | 15 |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance solutions
Client Types
Goggans Group Inc. serves a diverse range of clients, including high-net-worth individuals, families, and business owners. They also work with corporations and non-profit organizations.
Fees & Compensation
The company follows a fee-only structure, which means they do not receive any commissions or compensation from selling financial products. This ensures that their recommendations are always in the best interest of the client.
Their fees are based on a percentage of the client’s assets under management, and they are transparent about the costs associated with their services.
Background
Goggans Group Inc. was founded by John Goggans, a highly experienced financial advisor with over 30 years of experience in the industry. He holds a Certified Financial Planner (CFP®) designation and is committed to providing his clients with expert financial advice.
The company’s team of advisors also has diverse backgrounds and areas of expertise, allowing them to provide a wide range of solutions to their clients.
Financial Advisor Disclosures to Know
Goggans Group Inc. adheres to all regulations and laws governing the financial industry. They have a fiduciary duty to act in the best interest of their clients and maintain full transparency in their services.
They also have a Code of Ethics that all advisors must follow to ensure the company operates with honesty and integrity.