Your financial future is of utmost importance and ensuring that it is secure is a top priority. That’s where KORBITZ FINANCIAL PLANNING LLC comes in. With a team of experienced professionals, KORBITZ FINANCIAL PLANNING LLC offers a comprehensive range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expertise in creating customized financial plans tailored to individual needs.
- Provide advice and guidance on investments, retirement planning, taxes, and more.
- Emphasize long-term goals and strategies for financial success.
Facts and Insights
KORBITZ FINANCIAL PLANNING LLC was established in 2005 and has been providing exceptional financial services ever since. With over 15 years of experience in the industry, the firm has a deep understanding of various market trends and is equipped with the knowledge to help clients navigate through any financial situation.
The firm has $50 million in assets under management and is currently comprised of 5 advisors. This ensures that each client receives personalized attention and tailored advice to meet their unique financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| KORBITZ FINANCIAL PLANNING LLC | |
|---|---|
| Assets Under Management | $50 million |
| Number of Advisors | 5 |
| Time in Business | 15 years |
Financial Services Offered
KORBITZ FINANCIAL PLANNING LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
Client Types
KORBITZ FINANCIAL PLANNING LLC serves a variety of clients, including individuals and families, businesses, and non-profit organizations. The firm’s team of advisors has the expertise to understand the unique financial situations and goals of each client and provide tailored solutions to help them achieve their objectives.
Fees & Compensation
KORBITZ FINANCIAL PLANNING LLC follows a fee-only pricing model, meaning the firm receives compensation solely from its clients and not from any third-party products. This ensures that the advisors’ recommendations are in the best interest of the clients and not influenced by any commissions or incentives.
The firm’s fees are based on a percentage of assets under management, which varies depending on the services provided and the client’s individual needs.
Background
KORBITZ FINANCIAL PLANNING LLC was founded by John Korbitz, a highly experienced and knowledgeable financial advisor. With over 25 years of experience in the industry, John has helped numerous clients achieve their financial goals and build a secure financial future for themselves and their families.
Under John’s leadership, KORBITZ FINANCIAL PLANNING LLC has grown to become a reputable and trusted financial planning firm, known for its personalized and comprehensive services.
Financial Advisor Disclosures to Know
KORBITZ FINANCIAL PLANNING LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This ensures that the firm adheres to all federal regulations and has a fiduciary duty to act in the best interest of its clients.
The firm also has a clean disciplinary record, with no disclosures or legal issues to report. This reflects the firm’s commitment to ethical and responsible financial practices.