How does the advisor help clients – Key Takeaways:
Integrity First Financial Planning LLC is a reputable financial planning firm that strives to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they are committed to providing top-quality services that prioritize their clients’ best interests. Some key takeaways of their approach include:
- Comprehensive financial planning: The firm offers a wide range of financial planning services, including retirement planning, investment management, estate planning, and more. This comprehensive approach ensures that all aspects of a client’s finances are taken into consideration when creating a personalized plan.
- Client-centric approach: At Integrity First Financial Planning LLC, clients are the top priority. The advisors work closely with each client to understand their unique financial situation, goals, and risk tolerance, and then develop a customized plan that meets their specific needs.
- Unbiased advice: As a fee-only firm, the advisors at Integrity First Financial Planning LLC do not earn commissions for recommending specific products or services. This ensures that their advice is always unbiased and in the best interest of the client.
Facts and Insights
Integrity First Financial Planning LLC has been providing quality financial planning services to clients for over 15 years. In that time, they have helped numerous individuals and families achieve financial success and security. Some additional facts and insights about the firm include:
- Assets Under Management: As of Q1 2021, the firm manages over $100 million in assets for their clients.
- Number of Advisors: Integrity First Financial Planning LLC has a team of 3 experienced advisors, each with different areas of expertise to serve their clients’ diverse needs.
- Time in Business: The firm was founded in 2005 and has been in business for over 15 years.
Financial Services Offered
The team at Integrity First Financial Planning LLC offers a wide range of financial services to help clients manage and grow their wealth. Some of the services they provide include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
- Charitable giving strategies
Client Types
The advisors at Integrity First Financial Planning LLC work with a diverse group of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Business owners
Fees & Compensation
Integrity First Financial Planning LLC operates on a fee-only basis, meaning that they do not earn commissions for selling products or services. Instead, they charge a fee based on a percentage of the assets they manage for their clients. This fee structure ensures that the advisors’ interests are aligned with their clients’, as they only succeed when their clients’ investments perform well.
Background
Integrity First Financial Planning LLC was founded in 2005 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. He was joined by two other advisors, Jane Johnson and Michael Brown, who bring a diverse set of skills and expertise to the firm. Together, they have built a strong reputation for providing top-quality financial planning services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Integrity First Financial Planning LLC is legally obligated to disclose any potential conflicts of interest or disciplinary actions. It’s important for clients to be aware of these disclosures when considering working with the firm.
- No Compliance Issues: Integrity First Financial Planning LLC has a clean record with no compliance issues or disciplinary actions.
- Fiduciary Duty: As a registered investment advisor, the firm is held to a fiduciary standard, meaning they must always act in the best interest of their clients.
- Fee-Only: The firm operates on a fee-only basis, meaning they do not earn commissions for recommending products or services.