How does the advisor help clients – Key Takeaways:
John N. Carmody D.D.S. CFP, Inc. is a financial planning firm with a strong focus on providing expert advice to clients of all backgrounds. With over 25 years of experience in the industry, John N. Carmody has helped individuals and families navigate complex financial decisions and achieve their goals.
Facts and Insights
As a Certified Financial Planner (CFP), John N. Carmody provides comprehensive financial planning services to his clients. This includes helping individuals and families with retirement planning, investment management, tax planning, and insurance needs. His expertise and successful track record have made him a trusted advisor in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Category | Value |
|---|---|
| Assets Under Management | $100 million |
| Number of Advisors | 1 |
| Time in Business | Over 25 years |
Financial Services Offered
John N. Carmody D.D.S. CFP, Inc. offers a wide range of financial services to meet the diverse needs of clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Insurance needs analysis
Client Types
John N. Carmody works with clients from all backgrounds and financial situations. His client base includes individuals, families, and small business owners who are looking for expert financial advice and planning.
Fees & Compensation
The fees and compensation at John N. Carmody D.D.S. CFP, Inc. are transparent and based on a fee-only structure. This means that the firm does not earn any commissions from third-party products, ensuring that the advice given to clients is unbiased and solely focused on their best interests.
Background
John N. Carmody has a wealth of experience in the financial industry and a strong educational background. He holds a Doctor of Dental Surgery (D.D.S.) degree from the University of Iowa and a Certified Financial Planner (CFP) certification from the Certified Financial Planner Board of Standards, Inc. He is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As a fiduciary, John N. Carmody is legally obligated to act in the best interests of his clients. He has no conflicts of interest and fully discloses any potential conflicts that may arise. He also has a clean disciplinary record with no legal or regulatory actions against him or his firm.