How does the advisor help clients – Key Takeaways:
Lori Flesher CFP is a financial expert with years of experience in the industry. She uses her expertise and knowledge to help her clients achieve their financial goals and create plans for a secure future. Her approach to financial planning is holistic, taking into account all aspects of her clients’ lives to create a comprehensive financial strategy. Here are some key takeaways on how Lori Flesher CFP helps her clients:
- Provides personalized financial advice and strategies tailored to each client’s unique goals and circumstances
- Educates and empowers clients to make informed financial decisions
- Works closely with clients to create a customized financial plan that evolves with their changing needs and goals
- Offers ongoing support and guidance to help clients stay on track and make adjustments as needed
Facts and Insights
Lori Flesher CFP has been in the financial services industry for over 10 years, and during this time, she has gained valuable insights and knowledge on helping clients manage their finances effectively. She stays updated on the latest industry trends and changes to ensure that her clients receive the best advice and guidance. Lori also believes in the importance of continuous education and regularly attends conferences and networking events to expand her knowledge and skills.
Assets Under Management, Number of Advisors and Time in Business:
| Total Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $50 million + | 1 | 10+ |
Financial Services Offered
Lori Flesher CFP offers a wide range of financial services to her clients, including:
- Financial planning and investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance and risk management
- Education planning
- Debt management
Client Types
Lori Flesher CFP works with a diverse group of clients, including individuals, families, and small business owners. She understands that each client has unique financial goals and needs and tailors her services accordingly. Lori also has experience working with clients in different stages of life, from young professionals just starting to build their wealth to retirees looking to preserve and distribute their assets.
Fees & Compensation
Lori Flesher CFP believes in transparency and has a fee-only compensation structure, meaning that she does not receive any commissions or incentives for recommending specific products or services. This ensures that her clients always receive unbiased advice and recommendations that are in their best interest. Her fees are based on a percentage of assets under management, and she works with clients to determine a fee structure that is fair and aligned with their financial goals.
Background
Lori Flesher CFP has a strong educational background, holding a Bachelor’s degree in Finance and a Master’s degree in Financial Planning. She also holds the Certified Financial Planner (CFP) designation, which is considered the gold standard in the financial planning industry. With her education and experience, Lori has the necessary skills and knowledge to help her clients achieve their financial goals and make sound financial decisions.
In addition to her professional credentials, Lori is also a member of several industry organizations, such as the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA), which further highlight her commitment to upholding high ethical standards and providing top-notch service to her clients.
Financial Advisor Disclosures to Know
As a financial expert, Lori Flesher CFP has a clean record with no disciplinary actions or complaints. She believes in maintaining transparent communication with her clients and always discloses any potential conflicts of interest or fees involved in her services. Her commitment to ethical and professional standards is evident in her record and