About JOEL BUSBOOM FINANCIAL, LLC:
JOEL BUSBOOM FINANCIAL, LLC is a registered financial advisor dedicated to providing expert financial guidance to clients. With a strong background in finance and a wealth of experience, JOEL BUSBOOM FINANCIAL, LLC offers personalized services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
JOEL BUSBOOM FINANCIAL, LLC is committed to helping clients manage and grow their assets. Some key ways that the advisor assists clients include:
- Creating personalized investment plans based on each client’s unique financial situation and goals.
- Implementing a diversified portfolio strategy to minimize risk and maximize returns.
- Regularly monitoring and adjusting investments to ensure they align with clients’ changing financial needs.
- Offering ongoing financial education and guidance to help clients make informed decisions and stay on track towards their financial goals.
Facts and Insights:
To provide a better understanding of the advisor’s services and expertise, here are some key facts and insights:
- Assets Under Management: JOEL BUSBOOM FINANCIAL, LLC manages over $50 million in assets for its clients.
- Number of Advisors: The firm is led by Joel Busboom, a certified financial planner (CFP) with over 20 years of experience in the financial industry.
- Time in Business: JOEL BUSBOOM FINANCIAL, LLC has been in business for over 10 years, consistently providing top-notch financial services to its clients.
Financial Services Offered:
JOEL BUSBOOM FINANCIAL, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. Some key services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
The advisor works with a variety of clients, including:
- Individuals and families
- Small business owners
- High-net-worth individuals
Fees & Compensation:
JOEL BUSBOOM FINANCIAL, LLC has a transparent fee structure and strives to keep fees competitive. The firm charges a percentage of assets under management as the annual fee, which can range from 0.5% to 1.25% depending on the size of the portfolio. The firm may also receive commissions from the sale of financial products, but always strives to act in the best interest of its clients.
Background:
JOEL BUSBOOM FINANCIAL, LLC was founded by Joel Busboom, a highly experienced financial advisor with a strong background in finance. He holds a Bachelor’s degree in finance and a Master’s degree in financial planning, as well as various certifications, including the CFP designation. Prior to founding his own firm, Joel worked for several well-respected financial institutions, honing his expertise in investment management and financial planning.
Financial Advisor Disclosures to Know:
As a registered financial advisor, JOEL BUSBOOM FINANCIAL, LLC is committed to transparency and compliance. As such, here are some important disclosures to know:
- JOEL BUSBOOM FINANCIAL, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The advisor has a fiduciary duty to act in the best interest of its clients at all times.
- The firm may receive compensation from the sale of certain financial products, which could represent a conflict of interest. However, the advisor always aims to recommend products that align with clients’ best interests.