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How does the advisor help clients – Key Takeaways:
KATY SONG FINANCIAL PLANNING, INC. is a reputable financial planning firm that offers a range of services to help clients achieve their financial goals. The firm takes a holistic approach to financial planning, taking into consideration factors such as risk tolerance, time horizon, and personal values. With their expertise and personalized strategies, clients can feel confident in their financial decisions.
Facts and Insights:
KATY SONG FINANCIAL PLANNING, INC. has been in business for over 10 years and currently manages over $100 million in assets. The firm has a team of experienced financial advisors who are dedicated to providing top-notch services to their clients. They have a diverse client base and have helped individuals and families from all walks of life achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
KATY SONG FINANCIAL PLANNING, INC. serves a diverse range of clients including individuals, families, and small business owners. Their services are tailored to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation:
As a fee-only financial planning firm, KATY SONG FINANCIAL PLANNING, INC. charges a percentage of assets under management as their fee. This ensures that their interests are aligned with their clients’ and they do not receive any commissions for recommending certain products or services. Clients can expect transparency and fair pricing when working with this firm.
Background:
KATY SONG FINANCIAL PLANNING, INC. was founded by financial expert Katy Song, who has over 20 years of experience in the industry. Katy is a Certified Financial Planner (CFP) and holds a Master’s degree in Financial Planning. She is committed to providing personalized and comprehensive financial planning services to her clients.
Financial Advisor Disclosures to Know:
KATY SONG FINANCIAL PLANNING, INC. has a clean record with no disciplinary actions or sanctions. This information can be confirmed by researching the firm’s CRD number on the Financial Industry Regulatory Authority (FINRA) website. Clients can have peace of mind knowing that their financial advisor is ethical and compliant with industry regulations.