How does the advisor help clients – Key Takeaways:
HASKELL FINANCIAL SERVICES, LLC is dedicated to providing exceptional financial services to its clients. With years of experience and a team of expert financial professionals, the firm is committed to helping clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 2008, HASKELL FINANCIAL SERVICES, LLC has been serving clients for over a decade. The firm currently manages over $500 million in assets and has a team of 10 highly skilled financial advisors.
HASKELL FINANCIAL SERVICES, LLC believes in a comprehensive approach to financial planning, taking into account all aspects of a client’s financial situation. The firm offers a wide range of financial services to help clients manage their assets, plan for retirement, and protect their wealth for future generations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 11 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Debt management
- College planning
Client Types
HASKELL FINANCIAL SERVICES, LLC works with a diverse range of clients, including individuals, families, and small business owners. The firm also serves corporate clients, providing retirement plans and financial education to employees.
Fees & Compensation
HASKELL FINANCIAL SERVICES, LLC is a fee-based firm, which means that advisors are compensated based on a percentage of assets under management. This fee structure ensures that the interests of clients and advisors are aligned, as the firm only profits when clients see an increase in their assets.
In addition to management fees, the firm may also charge fees for other services, such as financial planning and consulting. These fees are discussed and agreed upon with clients before any services are provided.
Background
HASKELL FINANCIAL SERVICES, LLC was founded by John Haskell, a seasoned financial advisor with over 20 years of experience in the industry. Prior to starting his own firm, John worked for several large financial institutions, where he gained invaluable experience and knowledge.
The firm’s team of advisors all have extensive backgrounds in finance and hold industry certifications, including the Certified Financial Planner (CFP) designation. This expertise allows the firm to provide high-quality, personalized financial solutions to its clients.
Financial Advisor Disclosures to Know
HASKELL FINANCIAL SERVICES, LLC values transparency and adheres to all regulations and guidelines set by the Securities and Exchange Commission (SEC). As such, the firm discloses all pertinent information to clients, including any potential conflicts of interest or disciplinary actions.
The firm’s SEC registration and Form ADV can be found on the SEC’s Investment Adviser Public Disclosure (IAPD) website, along with any other relevant information about the firm and its advisors.
In conclusion, HASKELL FINANCIAL SERVICES, LLC is a trusted and experienced financial advisor that helps clients achieve their financial goals through a comprehensive approach to planning and management. The firm’s team of professionals, range of services, and commitment to transparency make it a top choice for individuals and businesses seeking financial guidance.