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About LUSKIN FINANCIAL PLANNING
LUSKIN FINANCIAL PLANNING is a financial advisory firm that has been providing expert financial guidance for over 15 years. Led by a team of experienced professionals, the firm prides itself on its comprehensive range of services and personalized approach to financial planning.
With a commitment to putting their clients’ needs first, LUSKIN FINANCIAL PLANNING is dedicated to helping individuals and families achieve their financial goals. They understand that each client has unique needs and therefore tailor their services to meet those specific needs.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Offers a comprehensive range of financial services
- Puts clients’ needs first and offers tailored solutions
- Highly experienced team of financial experts
- Over 15 years of experience in the industry
Facts and Insights
LUSKIN FINANCIAL PLANNING has helped numerous individuals and families achieve financial success through their expert guidance and personalized approach. They have a high client satisfaction rate and a solid track record of delivering results.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15 years |
Financial Services Offered
LUSKIN FINANCIAL PLANNING offers a comprehensive range of financial services to help clients achieve their goals. Some of the services provided include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
Client Types
LUSKIN FINANCIAL PLANNING works with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
Fees & Compensation
LUSKIN FINANCIAL PLANNING charges a fee for their services based on a percentage of assets under management. This fee may vary depending on the client’s specific needs and financial situation.
Background
Founded in 2005, LUSKIN FINANCIAL PLANNING has built a strong reputation for its personalized and comprehensive approach to financial planning. The team of experienced advisors at the firm is dedicated to helping clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, LUSKIN FINANCIAL PLANNING is obligated to disclose any potential conflicts of interest. Clients can review the firm’s disclosure documents on their website or by requesting them directly from their