About MCGOVERN FINANCIAL PLANNING, LLC
MCGOVERN FINANCIAL PLANNING, LLC is a leading financial planning firm that specializes in helping clients achieve their long-term financial goals. With years of experience in the industry, MCGOVERN FINANCIAL PLANNING, LLC has established itself as a trusted and reliable financial expert.
How does the advisor help clients – Key Takeaways:
As a financial expert, MCGOVERN FINANCIAL PLANNING, LLC assists clients in various aspects of their financial planning journey. Some key takeaways on how the firm helps clients are:
- Creating tailored financial plans based on individual goals and needs
- Providing comprehensive and unbiased financial advice
- Educating clients on investment strategies and risk management
- Offering personalized retirement planning guidance
Facts and Insights
MCGOVERN FINANCIAL PLANNING, LLC has been in business since 2005 and has a team of 10 experienced financial advisors. The firm has established a reputation for delivering high-quality financial planning services to clients. It follows a client-centric approach and aims to build long-term relationships based on trust and transparency.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
MCGOVERN FINANCIAL PLANNING, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of the services provided by the firm are:
- Retirement planning
- Investment management
- Tax planning
- Insurance planning
- Estate planning
- Debt management
Client Types
MCGOVERN FINANCIAL PLANNING, LLC caters to a diverse range of clients, including individuals, families, and small business owners. The firm believes that every client has unique financial needs, and their services are tailored accordingly. Their goal is to help clients achieve financial security and peace of mind.
Fees & Compensation
MCGOVERN FINANCIAL PLANNING, LLC operates on a fee-based structure, which means that their fees are based on a percentage of the client’s assets under management. This ensures that the firm’s interests are aligned with the client’s long-term financial goals. The firm also fully discloses all fees and potential conflicts of interest to their clients.
Background
The founder and CEO of MCGOVERN FINANCIAL PLANNING, LLC, John McGovern, is a Certified Financial Planner™ (CFP®) and has over 25 years of experience in the financial industry. Prior to starting his own firm, John worked for a large financial institution where he gained valuable knowledge and expertise in financial planning and investment management.
Financial Advisor Disclosures to Know
MCGOVERN FINANCIAL PLANNING, LLC has a clean record with no disciplinary disclosures or legal actions taken against the firm or its advisors. The firm prides itself on maintaining the highest ethical standards and adhering to all industry regulations.