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How does the advisor help clients – Key Takeaways:
At HOOSIER FINANCIAL PLANNING, LLC, clients can expect to receive expert financial advice and personalized guidance tailored to their individual needs. The company believes in building strong, long-term relationships with their clients to help them achieve their financial goals. With a team of highly skilled financial advisors and a wealth of experience in the industry, HOOSIER FINANCIAL PLANNING, LLC is dedicated to providing top-notch financial planning services.
Facts and Insights
Here are some key facts and insights about HOOSIER FINANCIAL PLANNING, LLC:
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10 years |
Financial Services Offered
HOOSIER FINANCIAL PLANNING, LLC offers a wide range of financial services to their clients, including but not limited to:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- College savings planning
- Insurance planning
Client Types
HOOSIER FINANCIAL PLANNING, LLC serves a diverse group of clients, including individuals, families, and small business owners. The company’s services cater to clients at all stages of their financial journey, from young professionals just starting to save for retirement to retirees looking to preserve and manage their wealth.
Fees & Compensation
HOOSIER FINANCIAL PLANNING, LLC operates on a fee-only basis, which means their advisors are compensated solely by their clients and do not earn commissions from selling financial products. This fee structure aligns the company’s interests with their clients’ and ensures that the advice given is unbiased and in the best interest of the clients.
Background
HOOSIER FINANCIAL PLANNING, LLC was founded in 2011 and is based in Indiana. The company is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). This means that they are legally bound to act in the best interest of their clients and must adhere to strict regulations and codes of ethics.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor, HOOSIER FINANCIAL PLANNING, LLC is required to disclose any potential conflicts of interest or disciplinary actions that may impact their ability to provide reliable and unbiased financial advice. Clients can access this information through the SEC’s Investment Advisor Public Disclosure (IAPD) website.
In conclusion, HOOSIER FINANCIAL PLANNING, LLC is a reputable and experienced financial planning firm that has the expertise and resources to help clients achieve their financial goals. Their commitment to personalized service and unbiased advice makes them a reliable partner for managing and growing wealth.