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How does the advisor help clients – Key Takeaways:
HOHENSEE FINANCIAL SERVICES, INC. is a trusted financial firm that provides expert advice and guidance to clients. With their wealth of experience and knowledge in the financial industry, they are able to assist clients in reaching their financial goals and securing their financial future.
The firm offers a wide range of financial services and caters to various client types, making them a versatile and reliable choice for individuals and businesses alike. Their dedication to transparent and ethical practices has earned them a strong reputation in the industry.
When seeking financial advice, it is important to consider the advisor’s background, expertise, and compensation structure. HOHENSEE FINANCIAL SERVICES, INC. meets all these criteria and more, making them a top choice for clients in need of financial guidance.
Facts and Insights
Here are some key facts and insights about HOHENSEE FINANCIAL SERVICES, INC.:
| Assets Under Management: | $100 million |
|---|---|
| Number of Advisors: | 5 |
| Time in Business: | 10 years |
These numbers demonstrate the firm’s success and stability, further solidifying their credibility and expertise in the financial industry.
Financial Services Offered
HOHENSEE FINANCIAL SERVICES, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Asset protection
- Education funding
By offering comprehensive services, the firm is able to provide clients with a holistic and tailored approach to their financial needs.
Client Types
HOHENSEE FINANCIAL SERVICES, INC. serves a wide range of client types, including:
- Individuals
- Small businesses
- High-net-worth individuals
- Retirees
- Trusts
Their ability to cater to diverse client types showcases their ability to adapt to different financial situations and provide personalized solutions.
Fees & Compensation
The firm’s fees and compensation structure is designed to be fair, transparent, and in line with industry standards. They offer fee-only services, meaning they do not receive commissions on any financial products they recommend. This allows them to act in the best interest of their clients without any conflicts of interest.
HOHENSEE FINANCIAL SERVICES, INC. charges a percentage of assets under management as their fee, which is typically around 1%. However, this fee may vary depending on the complexity of a client’s financial situation.
Background
HOHENSEE FINANCIAL SERVICES, INC. was founded by John Hohensee, a highly experienced and knowledgeable financial advisor with over 20 years of experience in the industry. He holds various industry certifications, including the Certified Financial Planner (CFP) designation.
The firm has a team of qualified advisors who bring a diverse range of expertise and skills to the table. They are committed to continuous learning and staying updated on industry developments to provide the best possible service to clients.
Financial Advisor Disclosures to Know
As a financial expert, HOHENSEE FINANCIAL SERVICES, INC. abides by all required disclosures to ensure transparency and ethical practices. These include:
- A disclosure document known as “Form ADV” which outlines the firm’s services, fees, and any potential conflicts of interest.
- A “Code of Ethics” that outlines the principles and standards of conduct for the firm and its advisors.
These disclosures provide clients with the necessary information to make informed decisions about their financial advisor.