About LEVIN FINANCIAL PLANNING
LEVIN FINANCIAL PLANNING is a renowned financial firm, providing expert financial advice and services to clients with the utmost professionalism and integrity. With years of experience in the industry, the firm has established itself as a trusted and reliable source for all financial matters.
How Does The Advisor Help Clients – Key Takeaways:
LEVIN FINANCIAL PLANNING offers a wide range of financial services, including financial planning, investment management, retirement planning, and estate planning. The firm’s team of expert advisors work closely with clients to create customized financial plans based on their individual needs and goals.
Some key takeaways of how the advisor helps clients include:
- Personalized financial planning to help clients achieve their financial goals
- Expert investment advice to maximize returns and minimize risks
- Retirement planning strategies to ensure a secure future
- Estate planning services to preserve assets and minimize taxes
Facts and Insights
LEVIN FINANCIAL PLANNING has a solid track record of delivering successful financial solutions to clients. Here are some facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
The firm’s impressive assets under management and experienced team of advisors make it a top choice for individuals and businesses seeking expert financial guidance.
Financial Services Offered
LEVIN FINANCIAL PLANNING offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services provided by the firm include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
LEVIN FINANCIAL PLANNING serves a wide range of clients, including individuals, families, and small businesses. The firm’s advisors have the expertise to work with clients from various backgrounds and financial situations.
Fees & Compensation
LEVIN FINANCIAL PLANNING is committed to transparency and fairness in its fee structure. The firm’s advisors are fee-based, meaning they are compensated based on a percentage of the assets under management or a flat fee for financial planning services. This ensures that the advisors have the clients’ best interests in mind and are not influenced by commissions or sales quotas.
Background
LEVIN FINANCIAL PLANNING was founded by John Levin, a highly experienced financial advisor with over 20 years of experience in the industry. After witnessing the lack of personalized and honest financial advice in the market, John decided to establish his own firm with a focus on providing customized financial solutions and building long-term relationships with clients.
The firm has offices in New York City and San Francisco, and its team of advisors includes certified financial planners (CFPs) and chartered financial analysts (CFAs) who have a deep understanding of financial markets and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, LEVIN FINANCIAL PLANNING is committed to full disclosure of its practices and any potential conflicts of interest. All advisors are held to the fiduciary standard, meaning they are legally obligated to act in the clients’ best interests.
Clients should also be aware of any potential conflicts of interest, such as receiving referral fees or selling proprietary products. These disclosures can be found in the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.
In conclusion, LEVIN FINANCIAL PLANNING is a highly reputable and trustworthy financial firm that puts its clients’ needs first. With a wide range of financial services, experienced advisors, and a commitment to transparency, the firm is well-equipped to help clients reach their financial goals and secure a brighter future.