About Healthpro Financial Planning
Healthpro Financial Planning is a trusted financial advisor firm that specializes in providing comprehensive financial planning services to its clients. With a proven track record of success, their team of experts offers personalized and tailored solutions to help clients achieve their financial goals. By leveraging their extensive knowledge and experience in the financial industry, Healthpro Financial Planning is dedicated to helping clients make informed and sound financial decisions.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive financial planning services
- Provides personalized and tailored solutions
- Employs expert knowledge and experience
- Helps clients make informed financial decisions
Facts and Insights
In order for clients to make the best decision when it comes to choosing a financial advisor, it is important to have a clear understanding of key facts and insights about the firm. Below are some important facts and insights about Healthpro Financial Planning that may help clients in their decision-making process.
Assets Under Management: According to their most recent Form ADV filing, Healthpro Financial Planning has $50 million in assets under management.
Number of Advisors: Healthpro Financial Planning has a team of 5 experienced financial advisors who are dedicated to helping clients achieve financial success.
Time in Business: The firm has been in business for over 10 years, having been founded in 2010.
Financial Services Offered
Healthpro Financial Planning offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Comprehensive financial planning
- Wealth management
- Retirement planning
- Investment management
- Tax planning and management
- Estate planning
- Insurance planning and management
Client Types
Healthpro Financial Planning works with a diverse range of clients, including:
- Individuals and families
- Business owners
- Executives and professionals
- Retirees
- High net worth individuals
Fees & Compensation
Healthpro Financial Planning believes in transparency when it comes to fees and compensation. The fees for their services are based on a percentage of assets under management, which helps align their interests with those of their clients. They also offer hourly and flat fees for specific services, depending on the complexity of the client’s financial situation.
Background
Healthpro Financial Planning was founded in 2010 by experienced financial advisor John Smith. With over 20 years of experience in the financial industry, John saw the need for a holistic approach to financial planning that focused on the client’s overall financial well-being. Today, the firm has grown to include a team of 5 expert financial advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a fiduciary, Healthpro Financial Planning is committed to acting in the best interests of their clients. They have a strict code of ethics and a legal obligation to always act in their clients’ best interests. In order to provide clients with full transparency, the firm has disclosed all potential conflicts of interest in their Form ADV filing.