How does the advisor help clients – Key Takeaways:
INTEGRITY FIRST PLANNERS, INC. is a trusted financial planning firm that puts the interests of their clients first. With a team of experienced advisors, they provide expert financial advice and help clients achieve their financial goals.
Facts and Insights
INTEGRITY FIRST PLANNERS, INC. has been in the financial planning business for over 15 years, providing top-notch services to their clients. They have a strong track record of success, with a high client satisfaction rate and positive reviews.
The firm’s advisors are highly knowledgeable and skilled in various areas of finance, including investments, retirement planning, tax planning, and estate planning. They stay up-to-date with the latest market trends and regulations to provide the best possible advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $50 | 10 |
Financial Services Offered
INTEGRITY FIRST PLANNERS, INC. offers a wide range of financial services to their clients. Their services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Educational planning
Client Types
INTEGRITY FIRST PLANNERS, INC. caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Retirees
- Family offices
Fees & Compensation
INTEGRITY FIRST PLANNERS, INC. operates on a fee-only model, meaning they do not receive any commissions or compensation from third parties. This ensures that their advice and recommendations are unbiased and solely in the best interest of their clients.
The firm charges a percentage of assets under management as their fee, which provides an incentive for their advisors to help clients grow their investments. They also offer hourly consulting fees for specific services such as tax planning or retirement planning.
Background
INTEGRITY FIRST PLANNERS, INC. was founded by a team of dedicated and experienced financial advisors with a passion for helping clients achieve financial security. They have a strong commitment to client satisfaction and ethical practices, earning them a reputation as one of the most trusted financial planning firms in the industry.
Financial Advisor Disclosures to Know
INTEGRITY FIRST PLANNERS, INC. values transparency and ensures that clients are fully informed about any potential conflicts of interest or disciplinary history of their advisors. Before working with a financial advisor, clients should always review their background and any disclosures, including:
- Securities licenses held
- Registration with state or federal regulators
- Previous employers
- Disciplinary history
- Litigation history
- Customer complaints