how does the advisor help clients
How does the advisor help clients – Key Takeaways:
LEITHER’S FINANCIAL PLANNING, INC. is a trusted financial planning firm that provides expert advice and guidance to its clients. Their team of professionals is dedicated to helping their clients reach their financial goals and improve their overall financial well-being.
Some key takeaways about how LEITHER’S FINANCIAL PLANNING, INC. helps their clients include:
- Providing personalized financial plans tailored to each client’s specific needs
- Giving unbiased and transparent advice to help clients make informed financial decisions
- Offering a wide range of financial services and products to meet various financial needs
- Working closely with clients to continuously monitor and adjust their financial plans as needed
Facts and Insights
LEITHER’S FINANCIAL PLANNING, INC. has been in business for over 15 years, serving clients across the country. With a team of highly experienced and knowledgeable advisors, they have helped numerous individuals and families achieve their financial goals. Some facts and insights about the firm include:
- Assets Under Management: Over $500 million
- Number of Advisors: 15
- Time in Business: 15+ years
Financial Services Offered
LEITHER’S FINANCIAL PLANNING, INC. offers a comprehensive range of financial services to help clients with their various financial needs. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance and risk management
- College planning
- Business planning
Client Types
LEITHER’S FINANCIAL PLANNING, INC. works with a diverse range of clients, including:
- Individuals and families
- Small business owners and entrepreneurs
- High-net-worth individuals
- Retirees
- Non-profit organizations
Fees & Compensation
LEITHER’S FINANCIAL PLANNING, INC. is committed to being transparent about their fees and compensation. They primarily operate on a fee-based structure, which means they charge a percentage of the assets they manage for clients. This ensures that their interests are aligned with those of their clients, as their compensation is directly tied to the performance of their clients’ portfolios.
Background
LEITHER’S FINANCIAL PLANNING, INC. was founded in 2005 by John Leither, a seasoned financial advisor with over 25 years of experience in the industry. He holds various professional designations, including a CFP (Certified Financial Planner) and a ChFC (Chartered Financial Consultant). Over the years, the firm has expanded, and today, they have a team of highly qualified and experienced advisors dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
It is essential to be aware of any potential conflicts of interest when working with a financial advisor. Some disclosures to know about LEITHER’S FINANCIAL PLANNING, INC. include:
- The firm may receive commissions for selling certain financial products
- Some advisors within the firm may have relationships with outside investment firms
- The firm may recommend products or services from affiliated companies
- Advisors may have personal investments in products they recommend to clients