How does the advisor help clients – Key Takeaways:
MATLINS FINANCIAL CONSULTING, INC. is a reputable financial consulting firm that offers expert financial services to its clients. The firm has a team of experienced financial experts who work closely with clients to create personalized financial plans and help them achieve their financial goals.
Facts and Insights
MATLINS FINANCIAL CONSULTING, INC. has been in business for over 10 years, offering financial consulting services to individuals, families, and businesses. The firm has established a strong reputation in the industry, with a track record of providing sound financial advice and helping clients grow and protect their wealth.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | over 10 years |
Financial Services Offered
MATLINS FINANCIAL CONSULTING, INC. offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Insurance and risk management
- Estate planning
- Tax planning
- Business consulting
Client Types
MATLINS FINANCIAL CONSULTING, INC. caters to a variety of clients, including:
- High net worth individuals and families
- Small business owners
- Professionals and executives
- Retirees
- Non-profit organizations
Fees & Compensation
MATLINS FINANCIAL CONSULTING, INC. operates on a fee-only basis, which means that clients pay a set fee for the financial services they receive. This fee structure ensures that the firm’s advisors are working in the best interest of their clients, as they do not receive any commissions or incentives for recommending certain investment products.
Background
MATLINS FINANCIAL CONSULTING, INC. was founded by Susan Matlins, a highly experienced financial advisor with over 20 years of experience in the industry. Susan is a Certified Financial Planner (CFP®) and uses her expertise and knowledge to help clients make wise financial decisions and achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, MATLINS FINANCIAL CONSULTING, INC. is required to disclose any potential conflicts of interest that may arise when offering financial advice to its clients. The firm upholds a high standard of ethical behavior and always acts in the best interest of its clients.