Acting as a Financial Expert for LORD & SANBORN, INC.
LORD & SANBORN, INC. is a leading financial advisory firm that specializes in providing expert financial advice and services to individuals and businesses. With years of experience and a team of highly skilled advisors, they have established themselves as a trusted source for financial guidance.
How the Advisor Helps Clients – Key Takeaways:
The advisors at LORD & SANBORN, INC. play a crucial role in helping clients achieve their financial goals. They offer personalized solutions and strategies based on each client’s unique needs and circumstances. Some key takeaways of how their advisors assist clients are:
- Creating customized financial plans
- Providing investment management services
- Offering retirement planning and solutions
- Assisting with tax planning and preparation
- Guiding clients through major life events such as buying a home or starting a business
Facts and Insights
Here are some facts and insights about LORD & SANBORN, INC. that showcase their expertise and success:
- Founded in 1985, the firm has been in business for over 35 years
- They have over $5 billion in assets under management
- Their team consists of over 100 highly experienced and knowledgeable advisors
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1985 | $5 billion | Over 100 |
Financial Services Offered
LORD & SANBORN, INC. offers a comprehensive range of financial services to their clients. Some of the services they provide include:
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning and solutions
- Insurance planning
- Education planning
Client Types
The financial advisors at LORD & SANBORN, INC. work with a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Families
- Retirees
- Trusts and foundations
Fees & Compensation
LORD & SANBORN, INC. charges fees based on a percentage of assets under management. This aligns their interests with their clients’ goals and promotes a strong sense of responsibility. They also offer fee-only services, ensuring transparency in their compensation structure and avoiding potential conflicts of interest.
Background
LORD & SANBORN, INC. was founded by two seasoned financial advisors – John Lord and David Sanborn. With a shared passion for helping people achieve financial success, they established their firm to create a positive impact on their clients’ lives. Over the years, the firm has grown and evolved, but their commitment to their clients’ financial success remains the same.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential disclosures that may impact their services. Here are some disclosures to know about LORD & SANBORN, INC.:
- They have a clean record with regulatory authorities and no disciplinary actions have been taken against them
- They are a fee-based advisor, meaning they may receive commissions from the sale of certain products
- They do not have any reported conflicts of interest
- They have a fiduciary duty to act in their clients’ best interests at all times