How does the advisor help clients – Key Takeaways:
Facts and Insights
Loomis Financial Consulting is a leading financial consulting firm that offers comprehensive and customized financial services to its clients. With a team of expert financial advisors, the firm has helped numerous clients achieve their financial goals and secure their financial future.
The firm has been in operation for over 15 years and has established a strong reputation in the financial industry. Loomis Financial Consulting works closely with its clients to understand their unique financial situation and provide personalized solutions that align with their goals and risk tolerance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 15 years |
Financial Services Offered
Loomis Financial Consulting offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm works with a diverse group of clients, including individuals, families, and small business owners. Loomis Financial Consulting understands that each client has unique financial needs and objectives, and therefore, offers customized solutions to meet their specific requirements.
Fees & Compensation
As a fee-only financial advisor, Loomis Financial Consulting charges a percentage of the assets under management as its fee. This ensures that the firm’s interests are aligned with those of its clients, as the firm’s earnings are directly tied to the performance of its clients’ portfolios.
Background
The founder and CEO of Loomis Financial Consulting, John Loomis, has over 20 years of experience in the financial industry. He is a certified financial planner and holds a Bachelor’s degree in finance. Under his leadership, the firm has achieved significant growth and success, helping clients achieve their financial goals and secure their future.
Financial Advisor Disclosures to Know
As a registered investment advisor, Loomis Financial Consulting is required to disclose any potential conflicts of interest to its clients. The firm takes this responsibility seriously and ensures transparency in all its transactions. The firm also adheres to all regulatory guidelines and continuously updates its clients on any changes or updates in the financial industry that may affect them.