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How does the advisor help clients – Key Takeaways:
MCCLURE FINANCIAL PLANNING provides professional and personalized financial planning services to its clients. They strive to create a comprehensive and customized plan to help their clients achieve their financial goals.
Facts and Insights
The following table presents publicly available information for MCCLURE FINANCIAL PLANNING:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
MCCLURE FINANCIAL PLANNING offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
MCCLURE FINANCIAL PLANNING works with individuals, families, and small businesses. They have the expertise to cater to the unique financial needs of each type of client. Their personalized approach ensures that every client receives the best possible advice and solutions for their specific financial situation.
Fees & Compensation
MCCLURE FINANCIAL PLANNING believes in full transparency when it comes to fees and compensation. They charge a percentage of the assets under management as their fee, and the amount varies based on the size of the portfolio and the services provided. They do not earn any commissions or incentives for recommending specific financial products to their clients, ensuring that their recommendations are always unbiased and in the client’s best interest.
Background
MCCLURE FINANCIAL PLANNING was founded by John McClure, a certified financial planner with over 20 years of experience in the industry. He has a team of highly qualified and experienced advisors who work together to provide the best possible service to their clients. The team stays up-to-date with the latest financial trends and regulations to provide their clients with the most relevant and effective advice.
Financial Advisor Disclosures to Know
MCCLURE FINANCIAL PLANNING believes in complete transparency and follows all the necessary regulations to ensure their clients are well-informed. They provide a Form ADV Part 2A and 2B, which gives clients detailed information about their services, fees, and any potential conflicts of interest. They also have a Code of Ethical Conduct that all their advisors must follow to maintain the highest standards of professionalism and integrity.