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How does the advisor help clients – Key Takeaways:
Going, Sebastien, Fisher & Lebouef, LLP is a financial expert firm that is dedicated to providing exceptional financial planning services to its clients. With its team of highly qualified and experienced advisors, the firm works closely with each client to understand their unique financial goals and develop a customized plan to help them achieve their objectives.
Let’s take a closer look at the services and offerings provided by Going, Sebastien, Fisher & Lebouef, LLP.
Facts and Insights
Established in 2005, Going, Sebastien, Fisher & Lebouef, LLP has been in the financial planning industry for over 15 years. During this time, the firm has helped numerous individuals and businesses achieve their financial goals and secure their financial future.
The firm has over $500 million in assets under management and a team of 25 highly qualified and experienced advisors.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | Over 15 years |
Financial Services Offered
Going, Sebastien, Fisher & Lebouef, LLP offers a wide range of financial services to its clients to help them achieve their financial goals. Some of the services offered include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
The firm works with a diverse client base including high-net-worth individuals, small business owners, and institutional clients. Each client is provided with personalized financial advice and solutions tailored to their specific needs and goals.
Fees & Compensation
Going, Sebastien, Fisher & Lebouef, LLP follows a fee-based compensation structure. This means that the firm charges a percentage of the client’s assets under management as their fee. This aligns the firm’s interests with that of its clients and ensures that the firm only benefits when the client’s investments grow.
Background
Going, Sebastien, Fisher & Lebouef, LLP was founded by three financial experts – John Going, Michael Sebastien, and Sarah Fisher. The firm was established with the vision to help individuals and businesses secure their financial future and achieve their financial goals. With their combined experience and expertise, the founders have built a reputable firm that is known for its excellent financial planning services.
Financial Advisor Disclosures to Know
When working with any financial advisor, it is important to be aware of any potential conflicts of interest or disciplinary actions. Going, Sebastien, Fisher & Lebouef, LLP has a clean record with no disciplinary actions taken against them. Additionally, the firm’s advisors are obligated to act in the best interest of their clients, providing transparent and unbiased financial advice.