How does the advisor help clients – Key Takeaways:
Leal Financial Planning specializes in providing personalized financial planning services to help clients achieve their short-term and long-term goals. The team of expert advisors at Leal Financial Planning strives to understand each client’s unique financial situation and create a customized plan to help them reach their financial goals.
Facts and Insights
Here are some key facts and insights about Leal Financial Planning:
- Assets Under Management: $100 million
- Number of Advisors: 5
- Time in Business: 10 years
Financial Services Offered
Leal Financial Planning offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services provided include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
Client Types
Leal Financial Planning caters to clients from various backgrounds and financial situations. Their client base includes:
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
Leal Financial Planning follows a fee-only compensation structure, which means their advisors do not earn commissions by selling financial products. This structure ensures that their advice is unbiased and in the best interest of the clients. The fees for their services are based on a percentage of the client’s assets under management.
Background
Leal Financial Planning was founded by John Leal, a seasoned financial advisor with over 20 years of experience in the industry. John holds a degree in finance and has extensive knowledge of the financial markets and strategies to help clients achieve their financial goals. He is also a Certified Financial Planner (CFP), which demonstrates his commitment to upholding the highest standards of professionalism and ethical conduct.
Financial Advisor Disclosures to Know
As a responsible financial advisor, Leal Financial Planning believes in transparency and keeping their clients well-informed. Some important disclosures to be aware of include:
- Leal Financial Planning is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC).
- Their advisors are required to follow strict codes of conduct and adhere to all regulatory guidelines.
- Leal Financial Planning has no record of disciplinary actions or customer complaints.