How does the advisor help clients – Key Takeaways:
John C. Saunders, C.P.A., P.C. is a seasoned financial expert with a wide range of experience and expertise. He provides clients with comprehensive financial consulting and management services that help them achieve their financial goals. Through his personalized approach and in-depth knowledge of the financial industry, John is able to guide and assist his clients in making informed decisions that lead to financial success.
Facts and Insights:
John C. Saunders, C.P.A., P.C. has been in the financial industry for over 20 years and has helped numerous clients achieve their financial goals. His vast experience and expertise in financial management, tax planning, and wealth management have made him a highly sought-after advisor. With a deep understanding of the market and a passion for helping clients succeed, John provides valuable and unique insights to guide his clients towards financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 20 years |
Financial Services Offered:
John C. Saunders, C.P.A., P.C. offers a wide range of financial services to his clients. These include financial planning, investment management, retirement planning, tax planning, insurance planning, and wealth management. With a comprehensive approach and a deep understanding of each client’s unique financial situation, John is able to provide tailored services that meet their specific needs.
Client Types:
John C. Saunders, C.P.A., P.C. works with a diverse group of clients including individuals, families, and small business owners. He understands that each client has different goals, priorities, and financial situations, and he tailors his services and recommendations to best suit their needs. His personalized approach has helped him build long-lasting relationships with his clients, many of whom have been with him since the beginning of his career.
Fees & Compensation:
John C. Saunders, C.P.A., P.C. operates on a fee-only basis, meaning he does not receive any commissions or compensation from the products or services he recommends to his clients. This allows him to provide unbiased advice and always act in the best interest of his clients. The fees for his services are based on a percentage of the assets under management or a flat fee, depending on the client’s preference.
Background:
John C. Saunders, C.P.A., P.C. has a Bachelor’s degree in Accounting and is a Certified Public Accountant (CPA). He has also earned the designation of Personal Financial Specialist (PFS) and is a member of the American Institute of Certified Public Accountants (AICPA). With his extensive education, training, and experience, John is well-equipped to handle the complex financial needs of his clients.
Financial Advisor Disclosures to Know:
John C. Saunders, C.P.A., P.C. has a clean record with no disciplinary actions or complaints. He is committed to maintaining the highest ethical standards and always puts his clients’ interests first. He works diligently to stay updated on the latest industry regulations and best practices to ensure his clients receive the best possible service and advice.