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How does the advisor help clients – Key Takeaways:
Michael A. Janky, DBA MJ Wealth Planning, provides financial planning services to clients in order to help them achieve their financial goals. He helps clients create a comprehensive plan that takes into account their current financial situation, future goals, and risk tolerance. Through personalized guidance and ongoing support, Michael helps clients navigate the complex financial landscape and make informed decisions to achieve financial success.
Facts and Insights
Michael A. Janky, DBA MJ Wealth Planning, is a financial expert with over 15 years of experience in the industry. He is a highly skilled and knowledgeable advisor who stays up-to-date on the latest market trends and financial regulations. Michael is dedicated to providing his clients with the highest quality of service and tailors his approach to meet each client’s unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 1 | 15 years |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
Client Types
- Individuals
- High net worth individuals
- Families
- Business owners
- Retirees
Fees & Compensation
Michael A. Janky, DBA MJ Wealth Planning, operates on a fee-only basis, meaning he does not receive commissions or any other forms of compensation for recommending specific financial products. Clients are charged a percentage of their assets under management, which aligns the advisor’s interests with the clients’ goals. This also ensures that there are no conflicts of interest and that clients receive unbiased financial advice.
Background
Michael A. Janky, DBA MJ Wealth Planning, holds a Bachelor’s degree in Finance and is a Certified Financial Planner (CFP®). He has extensive experience in financial planning and has helped numerous clients achieve their financial goals. Michael is committed to ongoing education and professional development and continuously seeks ways to improve his skills and services.
Financial Advisor Disclosures to Know
Michael A. Janky, DBA MJ Wealth Planning, has a clean disciplinary record and is in good standing with all regulatory bodies. He is committed to maintaining the highest ethical standards in his practice and abides by all industry regulations and guidelines. Clients can trust that their best interests are always the top priority in every decision made by Michael.