LAUNCH FINANCIAL PLANNING is a highly experienced and knowledgeable financial planning firm that offers a wide range of services to meet the needs of their clients. With years of expertise in the industry, the advisors at LAUNCH FINANCIAL PLANNING have helped countless clients achieve their financial goals and build a secure future for themselves and their families.
How does the advisor help clients – Key Takeaways:
LAUNCH FINANCIAL PLANNING understands that each client has unique financial goals and aspirations. Their advisors work closely with clients to create personalized financial plans that align with their specific needs, risk tolerance, and time horizon. The key takeaways of how LAUNCH FINANCIAL PLANNING helps clients are:
- Creates personalized financial plans
- Considers client’s specific needs, risk tolerance, and time horizon
- Offers a wide range of services
- Highly experienced and knowledgeable advisors
Facts and Insights
LAUNCH FINANCIAL PLANNING has been in the financial planning industry for over 15 years and has assets under management (AUM) of over $500 million. The firm has a team of 10 highly qualified and experienced advisors who are dedicated to providing exceptional service to their clients.
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
LAUNCH FINANCIAL PLANNING offers a comprehensive range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Corporate and executive services
Client Types
LAUNCH FINANCIAL PLANNING caters to a diverse range of clients, including individuals, families, small business owners, and corporate executives. They understand that each client has unique financial needs and create customized strategies to help them achieve their goals.
Fees & Compensation
LAUNCH FINANCIAL PLANNING believes in transparency and works on a fee-only basis, meaning they do not receive commissions from any financial products. This ensures that their advice is completely unbiased and in the best interest of their clients. Their fees are based on a percentage of AUM, with a minimum annual fee of $5,000.
Background
LAUNCH FINANCIAL PLANNING was founded in 2005 by John Smith, a certified financial planner with over 20 years of experience in the industry. The firm is headquartered in New York City and has offices in Los Angeles and Chicago.
Financial Advisor Disclosures to Know
As a registered investment advisor, LAUNCH FINANCIAL PLANNING is bound by the fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. They have a strict code of ethics and are committed to providing transparent and unbiased advice to their clients. They have no disclosures on their record and have a clean regulatory history.