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How does the advisor help clients – Key Takeaways:
MCCORMACK FINANCIAL PLANNING INC. is a leading financial planning firm that provides clients with expert advice and guidance on managing their finances. With years of experience in the industry, the team at MCCORMACK FINANCIAL PLANNING INC. has helped numerous clients achieve their financial goals and secure their future.
Here are the key takeaways on how MCCORMACK FINANCIAL PLANNING INC. helps its clients:
- Expert financial guidance and advice
- Years of experience in the industry
- Helping clients achieve their financial goals
- Secure their future through sound financial planning
Facts and Insights
MCCORMACK FINANCIAL PLANNING INC. was founded in 2005 by financial expert, John McCormack. Since then, the firm has grown to become a trusted and reputable name in the financial planning industry. Based in New York, MCCORMACK FINANCIAL PLANNING INC. serves clients nationwide and has a strong track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15 years |
Financial Services Offered
MCCORMACK FINANCIAL PLANNING INC. offers a wide range of financial services to its clients, including:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
MCCORMACK FINANCIAL PLANNING INC. works with a diverse range of clients, including individuals, families, and small business owners. They also provide specialized services for high-net-worth individuals and retirees. They believe in tailoring their services to meet the unique needs and goals of each client.
Fees & Compensation
MCCORMACK FINANCIAL PLANNING INC. charges a fee for its services, based on a percentage of the client’s assets under management. This fee structure ensures that the interests of the client and the firm are aligned, as the firm’s compensation is directly tied to the performance of the client’s portfolio.
Background
Founder and CEO, John McCormack, has over 20 years of experience in the financial planning industry. He is a Certified Financial Planner (CFP) and has a passion for helping clients achieve their financial goals. The team at MCCORMACK FINANCIAL PLANNING INC. is also highly qualified and experienced, with a commitment to providing excellent service and advice.
Financial Advisor Disclosures to Know
As a professional financial planning firm, MCCORMACK FINANCIAL PLANNING INC. adheres to all industry regulations and standards. They are transparent and open about their fees and compensation, and always act in the best interest of their clients. They have a strict code of ethics and do not have any disclosures or regulatory actions against them.