and end div.
How does the advisor help clients – Key Takeaways:
John Masters, CPA, PC is a financial expert who has been actively helping clients for over 10 years. As a Certified Public Accountant, he offers a range of financial services to individuals and businesses. With his specialized knowledge and experience, he has helped numerous clients achieve their financial goals and secure their financial future.
Facts and Insights:
John Masters, CPA, PC is a financial advisor with a strong track record of success. He has a proven ability to analyze complex financial situations and provide sound advice to his clients. By constantly staying updated on the changing landscape of the financial industry, he ensures that his clients are always well-informed and make the best financial decisions for their unique needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 1 | Over 10 years |
| Assets under management as of December 31, 2020 | ||
Financial Services Offered:
John Masters, CPA, PC provides a comprehensive range of financial services to his clients. These services include financial planning, investment management, tax planning, retirement planning, estate planning, and more. With his knowledge and expertise, he is able to create customized financial plans that meet the unique needs and goals of each client.
Client Types:
John Masters, CPA, PC works with a diverse range of clients, including high net worth individuals, professionals, business owners, and retirees. He understands that each client has unique financial needs and goals, and he tailors his services to best meet those needs. He takes a personalized approach to working with each client and ensures that their financial plans are aligned with their specific objectives.
Fees & Compensation:
John Masters, CPA, PC operates on a fee-only basis, meaning that he is compensated solely by the fees paid by his clients. This ensures that his advice is unbiased and in the best interest of his clients. His fees are based on a percentage of assets under management, and he is transparent about all fees and charges from the beginning of the relationship.
Background:
John Masters, CPA, PC has been a financial advisor for over 10 years. He holds a Bachelor’s degree in Accounting and is a Certified Public Accountant. He is also a member of several professional organizations, including the American Institute of Certified Public Accountants and the Financial Planning Association.
Financial Advisor Disclosures to Know:
As a fiduciary, John Masters, CPA, PC is required to act in the best interest of his clients at all times. He fully discloses any potential conflicts of interest and takes all necessary steps to ensure that his clients’ interests are always put first. He abides by all laws and regulations set forth by the Securities and Exchange Commission and other authorities.