How does the advisor help clients – Key Takeaways:
As a trusted financial expert, KAUFFMAN & DREBING provides a range of specialized services to help clients manage their finances and plan for the future. They have a reputation for providing personalized and professional assistance that is tailored to meet the individual needs of each client. With their extensive knowledge and experience in the financial industry, KAUFFMAN & DREBING is uniquely positioned to offer expert advice and strategic guidance to help clients achieve their financial goals.
Facts and Insights
KAUFFMAN & DREBING is a reputable financial advisory firm that has been in business for over 20 years. They have a team of highly qualified advisors who are committed to delivering exceptional service to their clients. The firm prides itself on staying up to date with the latest industry trends and developments, ensuring that clients receive the most reliable and accurate advice. Below are some key facts and insights about KAUFFMAN & DREBING:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 20+ years |
Financial Services Offered
KAUFFMAN & DREBING offers a wide range of financial services to help clients achieve their financial goals. Some of the services they provide include investment management, financial planning, retirement planning, tax planning, and estate planning. They take a holistic approach to financial management, considering all aspects of a client’s financial life to develop a comprehensive strategy that meets their specific needs.
Client Types
KAUFFMAN & DREBING works with a diverse group of clients, including individuals, families, business owners, and institutions. They have the knowledge and expertise to cater to the unique financial needs of each client, regardless of their financial situation or goals. Their client-centric approach ensures that each client receives personalized attention and tailored solutions to help them achieve their financial objectives.
Fees & Compensation
KAUFFMAN & DREBING prides itself on transparency when it comes to fees and compensation. They operate on a fee-only basis, meaning they do not receive any commissions or compensation from the sale of financial products. This ensures that their advice is unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, providing an incentive for them to grow their clients’ investments.
Background
The founders of KAUFFMAN & DREBING, John Kauffman and Jane Drebing, started the firm with a shared vision of providing high-quality financial advice to clients. With over 30 years of combined experience in the financial industry, they have built a team of trusted advisors who share the same commitment to excellence and client satisfaction.
Financial Advisor Disclosures to Know
As a registered financial advisor, KAUFFMAN & DREBING is required to disclose certain information to potential clients. These disclosures include their code of ethics, any potential conflicts of interest, and their disciplinary history, if any. The firm takes pride in maintaining an unblemished record and is committed to upholding the highest ethical standards in everything they do.