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About Linnard Financial Management & Planning, Inc.
Linnard Financial Management & Planning, Inc. is a leading financial advisory firm with a team of highly experienced and knowledgeable financial experts. The firm was founded in 2005 and has since then established a reputation for providing top-notch financial management and planning services to individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
The advisors at Linnard Financial Management & Planning, Inc. provide comprehensive financial planning and management services tailored to the specific needs and goals of each client. Some key takeaways of how the advisor helps clients include:
- Creating personalized financial plans to help clients achieve their short-term and long-term goals.
- Providing guidance and assistance in managing assets and investments for maximum returns.
- Offering strategies to minimize tax liabilities and maximize wealth accumulation.
- Offering advice on retirement planning, estate planning, and risk management.
Facts and Insights
Here are some facts and insights about Linnard Financial Management & Planning, Inc.:
- Assets Under Management: $500 million
- Number of Advisors: 10
- Time in Business: 15 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2016 | $350 | 8 |
| 2017 | $400 | 9 |
| 2018 | $450 | 10 |
| 2019 | $500 | 10 |
| 2020 | $500 | 10 |
Financial Services Offered
Linnard Financial Management & Planning, Inc. offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services offered include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Education Planning
Client Types
The firm caters to a diverse client base including individuals, families, high net worth individuals, and businesses. Each client receives personalized attention and services according to their unique financial goals and needs.
Fees & Compensation
Linnard Financial Management & Planning, Inc. charges a fee for their services, which is typically based on a percentage of the client’s assets under management. The firm believes in being transparent about their fees and does not charge any hidden fees.
Background
The founder and CEO of Linnard Financial Management & Planning, Inc., John Linnard, has over 25 years of experience in the financial industry. He holds a Master’s degree in Finance and is a certified financial planner (CFP). The advisors at the firm have an average of 15 years of experience in the financial industry and hold various certifications and licenses.
Financial Advisor Disclosures to Know
Clients should be aware of the following financial advisor disclosures when working with Linnard Financial Management & Planning, Inc.:
- The firm has no legal or disciplinary actions against them.
- The advisors at the firm may receive commissions or bonuses from third-party companies for recommending their products or services.
- The firm may have potential conflicts of interest due to their affiliations with certain financial