Houben Planning Associates Inc. is a highly respected financial planning firm known for their expertise and dedication to their clients. With a team of experienced advisors, they have been able to provide top-notch financial services to individuals, families, and businesses for over 30 years. Specializing in wealth management, estate planning, and tax strategies, Houben Planning Associates Inc. prides itself on delivering personalized solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
As experienced financial experts, Houben Planning Associates Inc. offers a variety of services to help their clients manage their wealth and plan for their future. Some key takeaways of how they help their clients include:
- Providing personalized financial plans that are tailored to meet each client’s unique goals and needs
- Offering expert advice on wealth management, estate planning, and tax strategies
- Conducting thorough financial analyses to help clients make informed decisions about their finances
- Constantly staying up-to-date with the ever-changing financial landscape to best serve their clients
Facts and Insights
Founded in 1987, Houben Planning Associates Inc. has been serving clients for over three decades with their expertise and in-depth knowledge of the financial industry. With a team of 10 advisors, they have a combined industry experience of over 100 years. Their commitment to excellence and their clients’ satisfaction has helped them earn a stellar reputation in the financial planning community.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (as of 2020) | Number of Advisors | Time in Business |
|---|---|---|---|
| 1987 | $100 million | 10 | 33 years |
Financial Services Offered
Houben Planning Associates Inc. offers a comprehensive range of financial services to help their clients achieve their financial goals. Some of the services they offer include:
- Wealth management
- Estate planning
- Retirement planning
- Tax strategies
- Insurance planning
- Investment management
- Educational planning
Client Types
Houben Planning Associates Inc. serves a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profits
Fees & Compensation
Houben Planning Associates Inc. is a fee-based firm, meaning their primary source of income comes from the fees they charge for their services. These fees can include asset-based fees, hourly fees, or fixed fees, depending on the services provided and the client’s needs.
Background
Houben Planning Associates Inc.’s team of advisors has a diverse range of backgrounds and expertise, allowing them to bring a wealth of knowledge and experience to their clients. Each advisor is committed to continuing education and staying current with industry trends and regulations, ensuring their clients receive the most up-to-date and relevant financial advice.
Financial Advisor Disclosures to Know
Investment advisory firms, including Houben Planning Associates Inc., are required to make certain disclosures to their clients in compliance with federal and state regulations. These disclosures can include any conflicts of interest, past disciplinary actions, and other relevant information. It is important for clients to review and understand these disclosures before working with an advisory firm.