LUNSFORD FINANCIAL PLANNING, INC.
Lunsford Financial Planning, Inc. is a reputable financial planning firm with a team of experienced advisors dedicated to providing expert financial services to clients. With a strong commitment to customer satisfaction, the firm prides itself on being a reliable and trustworthy partner in helping clients achieve their financial goals.
How does Lunsford Financial Planning, Inc. help clients? – Key Takeaways:
When it comes to financial planning, Lunsford Financial Planning, Inc. has all the right tools and strategies in place to assist clients in reaching their financial objectives. Whether it’s creating a budget, building a retirement plan, or reaching long term investment goals, the firm has the expertise to guide clients through the process and make informed financial decisions.
Facts and Insights
Lunsford Financial Planning, Inc. has been in business for over 15 years and has managed over $500 million in assets for their clients. With a team of 10 highly qualified advisors, the firm has a wealth of knowledge and experience to offer to their clients in various areas of financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2004 | 10 | $500 million |
Financial Services Offered
Lunsford Financial Planning, Inc. offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance planning. The firm takes a holistic approach to financial planning and works with clients to create customized plans that align with their personal and financial goals.
Client Types
Lunsford Financial Planning, Inc. serves a diverse group of clients, including individuals, families, and businesses. The firm caters to clients at different stages of their financial journey and offers tailored solutions to meet their specific needs and objectives.
Fees & Compensation
Lunsford Financial Planning, Inc. charges a percentage of assets under management, which can vary depending on the services provided and the complexity of the client’s financial situation. The firm believes in full transparency and ensures that all fees and compensation are fully disclosed to clients before entering into any financial planning agreement.
Background
The founder of Lunsford Financial Planning, Inc., John Lunsford, has over 20 years of experience in the financial industry and holds a CFP®(Certified Financial Planner) designation. He leads a team of skilled advisors who are committed to providing the highest quality financial advice and services to clients.
Financial Advisor Disclosures to Know
As a fiduciary, Lunsford Financial Planning, Inc. has a legal and ethical obligation to act in the best interest of their clients. The firm does not have any disclosures or legal actions against them, indicating a clean track record and a commitment to maintaining the highest standards of integrity and ethics in the financial industry.