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How does GOLDEN HILLS FINANCIAL GROUP, LLC help clients – Key Takeaways:
GOLDEN HILLS FINANCIAL GROUP, LLC is dedicated to providing robust and personalized financial services to their clients. Their team of expert advisors offers invaluable insights and guidance, helping clients achieve their financial goals efficiently and effectively. Here are the key takeaways on how GOLDEN HILLS FINANCIAL GROUP, LLC helps its clients:
- Provides highly personalized and comprehensive financial planning services
- Offers a wide range of financial services, including investment management, retirement planning, and tax planning
- Employs a team-based approach, leveraging the expertise of their diverse team of financial professionals
- Uses cutting-edge technology to analyze and manage investments and financial portfolios
- Provides ongoing support and guidance, adapting to changing market conditions and individual needs
Facts and Insights
GOLDEN HILLS FINANCIAL GROUP, LLC has a solid track record of providing exceptional financial services to its clients. Here are some important facts and insights to know about the firm:
- Founded in 2008
- Assets Under Management: $500 million*
- Number of Advisors: 20*
- Time in Business: Over 10 years
- Member of the Financial Industry Regulatory Authority (FINRA)
- Member of the Securities Investor Protection Corporation (SIPC)
*Publicly available numbers as of 2019
Financial Services Offered
GOLDEN HILLS FINANCIAL GROUP, LLC offers a diverse range of financial services to cater to the unique needs and goals of their clients. Their services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning and Preparation
- Insurance Services
- Educational Planning
- Business Planning
- And more
Client Types
GOLDEN HILLS FINANCIAL GROUP, LLC serves a diverse range of clients across different backgrounds and industries. Their client types include:
- Individuals
- Families
- Sole Proprietors
- Small and Medium-sized Businesses
- Non-profit Organizations
- And more
Fees & Compensation
GOLDEN HILLS FINANCIAL GROUP, LLC operates on a fee-based compensation model, which means their advisors earn fees based on the assets they manage for their clients. This structure aligns their interests with their clients’ goals, ensuring that they always act in their clients’ best interests. The firm’s fees generally range from 0.5% to 1% of assets under management.
Background
GOLDEN HILLS FINANCIAL GROUP, LLC was founded in 2008 with the mission to provide comprehensive and personalized financial services to their clients. The firm’s team of advisors brings a diverse range of experience from various financial specialties, allowing them to offer in-depth expertise in all aspects of financial planning. They are committed to building long-term relationships with their clients, helping them navigate their financial journey with confidence and peace of mind.
Financial Advisor Disclosures to Know
Transparency is a core value at GOLDEN HILLS FINANCIAL GROUP, LLC. As such, they provide full disclosure on any potential conflicts of interest or disciplinary events that may affect their advisors. Here are some important disclosures to know:
- No disciplinary events have been reported for the firm or its advisors
- Advisors may earn commissions from the sale of insurance products to clients
- Advisors may receive compensation for referring clients to third-party providers such as attorneys or accountants