About HIMEBAUGH FINANCIAL PLANNING SERVICES
HIMEBAUGH FINANCIAL PLANNING SERVICES is a trusted and experienced financial planning firm that has been providing top-notch services to its clients for over 20 years. Led by a team of seasoned financial experts, the firm is committed to helping individuals and businesses achieve their financial goals through personalized and comprehensive strategies.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Assists clients in setting and achieving their financial goals
- Offers a wide range of financial services
- Creates customized strategies based on clients’ unique needs
- Uses cutting-edge technology to provide efficient and transparent services
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance solutions
- Education funding
Client Types
HIMEBAUGH FINANCIAL PLANNING SERVICES works with a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
HIMEBAUGH FINANCIAL PLANNING SERVICES believes in transparent and fair compensation for their services. The firm charges a fee based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals.
Background
The team at HIMEBAUGH FINANCIAL PLANNING SERVICES has a combined experience of over 100 years in the financial industry. They have a thorough understanding of market trends and are dedicated to providing their clients with sound and reliable financial advice.
Financial Advisor Disclosures to Know
As a reputable financial planning firm, HIMEBAUGH FINANCIAL PLANNING SERVICES takes the necessary steps to ensure their clients are properly informed. Some important disclosures include:
- The firm’s potential conflicts of interest
- The firm’s compensation structure
- Their fiduciary duty to act in the best interests of their clients