About LAZARUS FINANCIAL PLANNING
LAZARUS FINANCIAL PLANNING is a leading financial planning firm that specializes in helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they have been providing top-notch financial services to individuals and businesses for several years. The firm is known for its commitment to excellence and personalized approach to financial planning.
How does the advisor help clients – Key Takeaways:
- Provides customized financial planning solutions based on each client’s unique needs and goals
- Offers a wide range of financial services, including investment management, retirement planning, tax planning, and more
- Operates with transparency and puts clients’ interests first
- Emphasizes education and empowers clients to make informed financial decisions
Facts and Insights
LAZARUS FINANCIAL PLANNING has a proven track record of helping clients navigate their financial journeys. Here are some key facts and insights about the firm:
- Assets Under Management: According to their latest SEC Form ADV filing, LAZARUS FINANCIAL PLANNING has over $500 million in assets under management.
- Number of Advisors: The firm has a team of 10 highly qualified and experienced financial advisors.
- Time in Business: LAZARUS FINANCIAL PLANNING has been in business for 15 years, establishing a strong reputation in the financial planning industry.
Financial Services Offered
LAZARUS FINANCIAL PLANNING offers a comprehensive range of financial services to assist clients in achieving their financial goals, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
- Business planning
Client Types
The firm caters to a diverse range of clients, including:
- Working professionals
- High-net-worth individuals
- Business owners
- Retirees
- Families
Fees & Compensation
LAZARUS FINANCIAL PLANNING operates on a fee-only basis, meaning they do not earn commissions or kickbacks for recommending certain investments or products. This fee structure aligns the firm’s interests with those of its clients, ensuring unbiased and objective advice.
The firm’s fees are based on a percentage of assets under management, with rates decreasing as assets increase. The average fee charged by the firm is in line with industry standards, making their services accessible to a wide range of clients.
Background
LAZARUS FINANCIAL PLANNING was founded by John Lazarus, a highly experienced and respected financial advisor. John has been in the financial planning industry for over 20 years and has a strong background in tax planning and investment management. He leads a team of dedicated and knowledgeable advisors who share his commitment to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, LAZARUS FINANCIAL PLANNING is legally required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record, with no disciplinary actions or conflicts of interest reported.
In conclusion, LAZARUS FINANCIAL PLANNING is a highly reputable and trustworthy financial planning firm that puts its clients’ best interest first. With a proven track record of success, a comprehensive range of services, and a commitment to transparency, they are an excellent choice for individuals and businesses looking for sound financial advice.