How does the Advisor Help Clients – Key Takeaways:
KEEP IT SIMPLE FINANCIAL PLANNING is a team of dedicated financial experts who provide comprehensive financial planning services to individuals and businesses. The team believes in keeping things simple and easy to understand, which sets them apart from other firms. Every recommendation and solution is tailored to the unique needs of the client, helping them achieve their financial goals.
Facts and Insights
KEEP IT SIMPLE FINANCIAL PLANNING has been in business for over 15 years, providing financial planning services to clients across the country. With a team of experienced advisors and a proven track record of success, the firm has become a trusted source for individuals and businesses seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 15+ years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- College funding
Client Types
KEEP IT SIMPLE FINANCIAL PLANNING serves a diverse clientele, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
As a fee-only financial planning firm, KEEP IT SIMPLE FINANCIAL PLANNING does not receive any commission from investments or financial products. The firm’s compensation structure is transparent, and clients are only charged a flat fee for services rendered. This ensures that the advisors’ recommendations are always in the best interest of the client and not influenced by any outside incentives.
Background
The team at KEEP IT SIMPLE FINANCIAL PLANNING consists of highly qualified financial advisors with years of experience in the industry. They are committed to ongoing education and staying up-to-date with the latest trends and strategies in the financial world. This allows them to provide their clients with the most comprehensive and effective financial solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, KEEP IT SIMPLE FINANCIAL PLANNING follows strict regulations and disclosures to ensure transparency and accountability to its clients. Some of the key disclosures to know include:
- Fiduciary duty: The firm is legally obligated to act in the best interest of the client.
- Code of Ethics: All advisors adhere to a strict Code of Ethics when working with clients.
- Form ADV: This document outlines the firm’s services, fees, and potential conflicts of interest.