How does the advisor help clients – Key Takeaways:
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT is a financial advisory firm that provides expert advice and guidance to individuals, families, and businesses in managing their wealth. Their team of knowledgeable advisors offer a wide range of financial services, from investment management to retirement planning, to help clients achieve their financial goals and secure their future.
Facts and Insights
With years of experience in the industry, LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT has gained valuable insights and knowledge that they use to serve their clients better. Their advisors stay up-to-date with current market trends and industry developments, allowing them to make informed decisions and provide sound financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT offers a comprehensive range of financial services tailored to fit their clients’ unique needs and goals. These services include:
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Education planning
- Insurance services
Client Types
The firm serves a diverse range of clients, including individual investors, high-net-worth individuals, families, and businesses. Their advisors work closely with each client to understand their specific needs and create a personalized financial plan to help them achieve their financial objectives.
Fees & Compensation
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT operates on a fee-only basis, meaning their advisors do not earn commissions from the sale of financial products. This allows them to work in their clients’ best interests and avoid any conflicts of interest. The firm’s fees are based on a percentage of the client’s assets under management, ensuring their goals are aligned with their clients’ success.
Background
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT was founded 15 years ago by experienced financial experts Lila LaFleur and John Godfrey. With a shared vision of providing high-quality financial advice and exceptional service to their clients, they have built a team of dedicated advisors who are committed to helping their clients achieve financial success.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest when seeking financial advice. LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT is a fiduciary, meaning they are legally obligated to act in their clients’ best interests at all times. Their advisors have no incentives to recommend certain products or services, ensuring they always put their clients’ needs first.