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How does the advisor help clients – Key Takeaways:
LINDSEY FINANCIAL SOLUTIONS, LLC provides comprehensive financial planning and investment management services to help clients achieve their financial goals.
- Utilizes a personalized approach to financial planning tailored to each client’s unique financial situation.
- Fosters long-term relationships with clients to assess and adjust financial plans as needed.
- Employs a team of experienced advisors with a diverse range of expertise.
Facts and Insights
LINDSEY FINANCIAL SOLUTIONS, LLC has been in business for over 15 years, serving clients with a high level of professionalism and expertise.
The firm currently manages over $50 million in assets and has a team of 5 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | Over 15 years |
Financial Services Offered
LINDSEY FINANCIAL SOLUTIONS, LLC offers a wide range of financial services to meet the diverse needs of their clients:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
LINDSEY FINANCIAL SOLUTIONS, LLC serves a variety of clients, including:
- Individuals and families
- Business owners
- Retirees
- High net worth individuals
Fees & Compensation
LINDSEY FINANCIAL SOLUTIONS, LLC operates on a fee-only basis, meaning they do not earn commissions or receive kickbacks for recommending certain products or services.
They are transparent about their fee structure and work closely with clients to ensure they are receiving quality service for a fair price.
Background
LINDSEY FINANCIAL SOLUTIONS, LLC was founded by John Lindsey, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry.
In addition to his extensive financial expertise, John holds a Bachelor’s degree in Finance and a Master’s degree in Financial Planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, LINDSEY FINANCIAL SOLUTIONS, LLC is held to a fiduciary standard, meaning they are required to act in the best interest of their clients.
They have no disciplinary disclosures and are proud to uphold a clean compliance record.