This approach isn’t just about investing, it’s about managing your entire financial picture. With over 20 years of experience and a team of highly skilled advisors, LIQUID STRATEGIES, LLC is a leading financial planning and investment management firm committed to helping individuals and families achieve their financial goals.
How does the advisor help clients – Key Takeaways:
The team at LIQUID STRATEGIES, LLC offers comprehensive financial solutions that are tailored to each client’s unique needs and goals. Their services go beyond just managing investments, as they focus on creating a personalized plan that encompasses all aspects of a client’s financial life.
Facts and Insights
Founded in 1998, LIQUID STRATEGIES, LLC has been in the business of financial planning and investment management for over 20 years. With a team of highly skilled advisors and a commitment to providing top-notch services to their clients, they have become a trusted name in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
At LIQUID STRATEGIES, LLC, clients can expect a wide range of financial services that are designed to help them achieve their short and long-term financial goals. Some of these services include investment management, retirement planning, tax planning, risk management, and estate planning.
Client Types
LIQUID STRATEGIES, LLC serves a diverse clientele, including individuals, families, and small business owners. They understand that every client has unique needs and goals, and they tailor their services to meet those specific needs.
Fees & Compensation
When it comes to fees and compensation, transparency is a top priority for LIQUID STRATEGIES, LLC. They clearly outline their fee structure and are committed to providing their clients with competitive and reasonable rates. They also offer a free initial consultation to discuss their services and fees in detail.
Background
The team at LIQUID STRATEGIES, LLC consists of highly qualified and experienced financial advisors. They have a deep understanding of the financial industry and are constantly staying updated on the latest trends and strategies to better serve their clients.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, LIQUID STRATEGIES, LLC takes compliance and transparency seriously. They adhere to all industry regulations and disclosures, including those required by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). They also have a code of ethics in place to ensure that their clients’ best interests are always the top priority.