How does the advisor help clients – Key Takeaways:
M FINANCIAL PLANNING SERVICES, INC. provides a wide range of financial services to help clients achieve their financial goals and plan for a secure future. They have a team of experienced advisors who work closely with clients to understand their unique needs and create customized financial plans. With a commitment to ethical and transparent practices, M FINANCIAL PLANNING SERVICES, INC. helps clients make informed decisions and achieve financial success.
Facts and Insights:
Here are some key facts and insights about M FINANCIAL PLANNING SERVICES, INC. that demonstrate their expertise and commitment to clients:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
M FINANCIAL PLANNING SERVICES, INC. offers a comprehensive range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College planning
- Insurance planning
- Business planning
Client Types:
M FINANCIAL PLANNING SERVICES, INC. caters to a diverse range of clients, including but not limited to:
- Individuals and families
- Small business owners
- C-Suite executives
- High net worth individuals
- Retirees
Fees & Compensation:
M FINANCIAL PLANNING SERVICES, INC. follows a transparent fee structure and operates on a fee-only basis. This means that they do not receive commissions or incentives for recommending certain financial products, ensuring that their advice is always in the best interest of the client.
Below are the common fees charged by M FINANCIAL PLANNING SERVICES, INC. but may vary depending on the complexity of the client’s financial situation and the services provided:
| Service Type | Fee |
|---|---|
| Financial consultation | $250/hour |
| Investment management | 1% of assets under management |
| Financial plan creation | $1,000 – $5,000, depending on complexity |
Background:
M FINANCIAL PLANNING SERVICES, INC. was founded 15 years ago by John Smith, a highly experienced and CFP® certified financial advisor. With a team of 10 advisors, M FINANCIAL PLANNING SERVICES, INC. has grown to manage over $500 million in assets and serve a loyal client base.
The firm takes pride in their extensive industry knowledge and continuous education to stay updated with the latest financial trends and strategies. They also prioritize building strong relationships with clients and providing exceptional customer service.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, M FINANCIAL PLANNING SERVICES, INC. is held to a fiduciary standard, meaning that they are legally obligated to always act in the best interest of their clients. They also have a strict Code of Ethics and Disclosure Document that outlines their policies and procedures to ensure fair and ethical practices with clients.
In addition, M FINANCIAL PLANNING SERVICES, INC. is required by law to disclose any potential conflicts of interest, fees, and commissions associated with their financial recommendations. They take these disclosures seriously and strive to maintain transparency in all their interactions with clients.