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How does the advisor help clients – Key Takeaways:
As an expert in the financial field, INTENTIONAL FINANCE, LLC provides top-notch financial services for clients to achieve their financial goals. They have a wide range of services that cater to different client types and offer transparent and fair fees and compensation. Their team of experienced advisors are dedicated to helping clients make informed decisions about their finances.
Facts and Insights
INTENTIONAL FINANCE, LLC has been in the financial industry for over 15 years, providing clients with reliable and effective financial solutions. With over $100 million in assets under management, their team of advisors offer personalized services tailored to each client’s unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15+ years |
Financial Services Offered
INTENTIONAL FINANCE, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
INTENTIONAL FINANCE, LLC works with a variety of client types, including:
- High net worth individuals
- Retirees
- Small business owners
- Families
- Young professionals
- And more
Fees & Compensation
INTENTIONAL FINANCE, LLC believes in transparency and fairness when it comes to fees and compensation. They offer competitive pricing and their fees are based on the assets under management. This ensures that their clients’ interests are aligned with the advisors’ recommendations.
Background
The team at INTENTIONAL FINANCE, LLC consists of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. They stay up-to-date with the latest financial trends and regulations to provide the best possible guidance for their clients.
Financial Advisor Disclosures to Know
INTENTIONAL FINANCE, LLC holds itself to the highest ethical standards and is committed to disclosing any relevant information to their clients. They are a fee-only firm and do not receive any commission on product sales. Additionally, they have no disclosures or legal proceedings against them, giving clients peace of mind when working with them.