KASOFF FINANCIAL PLANNING
Kasoff Financial Planning is a trusted financial advisory firm that has been providing expert financial guidance to its clients for over 20 years. Led by experienced financial advisors, the firm prides itself on offering personalized and comprehensive solutions to help individuals and families achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- The advisor provides personalized financial planning services tailored to the specific needs and goals of each client.
- They offer a wide range of financial services, including retirement planning, investment management, tax planning, and risk management.
- The firm utilizes the latest technology and tools to create a comprehensive financial plan for their clients.
- Their team of financial experts stays up-to-date on industry trends and changes to ensure their clients receive the best possible advice.
Facts and Insights
Kasoff Financial Planning has been serving clients in the financial industry for over two decades. The firm has built a solid reputation for providing top-notch financial advice and services. With a team of experienced advisors, the firm has helped numerous clients successfully achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 20+ years |
| Data sourced from SEC filings and public company websites | ||
Financial Services Offered
- Retirement Planning
- Investment Management
- Tax Planning
- Insurance and Risk Management
- Estate Planning
Client Types
Kasoff Financial Planning works with a diverse range of clients, including:
- Individuals and Families
- Small Business Owners
- High-Net-Worth Individuals
- Corporate Executives
Fees & Compensation
Kasoff Financial Planning operates on a fee-only basis, meaning they do not receive commissions for recommending specific financial products. This ensures that their clients receive unbiased and objective advice. The firm charges a percentage of assets under management as their fee, with rates varying based on the size of the client’s portfolio.
Background
Kasoff Financial Planning was founded by John Kasoff, an experienced financial advisor with over 25 years of experience in the industry. John is a Certified Financial Planner™ (CFP®) and holds a Bachelor’s degree in Finance from a top university. He is committed to providing his clients with the highest level of service and prides himself on helping his clients achieve financial success through sound financial planning.
Financial Advisor Disclosures to Know
As a fiduciary, Kasoff Financial Planning is legally obligated to act in the best interest of its clients at all times. However, it’s essential to know that the firm does have a few disclosures to be aware of:
- There may be potential conflicts of interest with certain financial products, as the firm does receive compensation for recommending specific investment options.
- Some financial products recommended by the firm may have high fees or expenses associated with them.
- The firm may receive compensation from insurance companies for recommending certain insurance products to clients.
In conclusion, Kasoff Financial Planning is a reputable and experienced financial advisory firm that puts its clients’ needs first. With a comprehensive range of services and a commitment to providing unbiased advice, the firm is a top choice for individuals and families looking to achieve their financial goals.