About MB FINANCIAL PLANNING LLC
MB FINANCIAL PLANNING LLC is a reputable financial planning firm dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, MB FINANCIAL PLANNING LLC provides comprehensive financial planning services tailored to the unique needs of each client.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services to help clients reach their financial goals
- Offers a wide range of financial services to meet the diverse needs of clients
- Uses a strategic and holistic approach to financial planning
- Keeps clients informed and educated about their financial options
Facts and Insights
MB FINANCIAL PLANNING LLC has been in business for over 10 years and has a strong track record of helping clients achieve financial success. The firm has a solid reputation in the industry and is known for its personalized and strategic approach to financial planning.
The firm manages a substantial amount of assets and has a large team of experienced advisors to provide individualized attention to each client. Below are the current numbers for the assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10 years |
Financial Services Offered
MB FINANCIAL PLANNING LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Debt management
Client Types
MB FINANCIAL PLANNING LLC caters to a variety of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Retirees
- Young professionals
- Non-profit organizations
Fees & Compensation
MB FINANCIAL PLANNING LLC operates on a fee-only basis, meaning they do not receive compensation from the sale of financial products. Instead, they charge a flat or hourly fee for their services. This structure allows them to act in the best interest of their clients and provide unbiased recommendations.
Background
MB FINANCIAL PLANNING LLC was founded by Mark Brown, a highly experienced and knowledgeable financial planner. Mark has over 20 years of experience in the financial industry and holds several prestigious certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
MB FINANCIAL PLANNING LLC is committed to transparency and ethical practices. As such, they always disclose any potential conflicts of interest to their clients. This includes any affiliations with financial institutions or companies that may influence their recommendations.
Additionally, the firm is registered with the Securities and Exchange Commission (SEC) and adheres to all regulations and laws governing the financial industry.