How does the advisor help clients – Key Takeaways:
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT is an expert in financial management and assists clients in achieving their financial goals by providing sound advice, personalized financial plans, and management of their investments. Without explicitly stating it, Michael D. Taxman acts as a financial expert to his clients, utilizing his expertise and experience to help them navigate the complex world of finance.
Facts and Insights
As of 2019, MICHAEL D. TAXMAN INVESTMENT MANAGEMENT manages over $500 million in assets, boasts a team of 10 experienced advisors, and has been in business for over 20 years. These numbers showcase the firm’s credibility, stability, and long-standing success in the financial industry.
The firm’s expertise lies in providing holistic financial solutions that align with clients’ goals and risk tolerance. They analyze clients’ financial situations and come up with personalized plans to help them achieve their short and long-term financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | over 20 years |
Financial Services Offered
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT offers a wide range of financial services to their clients, including investment management, retirement planning, estate planning, tax planning, and risk management. These services cater to a diverse set of clients who have varying financial goals and needs.
Client Types
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT serves a diverse group of clients, including high-net-worth individuals, families, small business owners, and non-profit organizations. This showcases the firm’s ability to provide personalized financial services to a wide range of clients.
Fees & Compensation
The firm follows a fee-only compensation model, which means they do not receive any commissions or fees based on the products they recommend to clients. This ensures that they always act in the best interest of their clients and maintain transparency in their services.
Background
MICHAEL D. TAXMAN, founder of MICHAEL D. TAXMAN INVESTMENT MANAGEMENT, has over 30 years of experience in the financial industry. He holds a degree in finance and is a certified financial planner (CFP). He also stays updated with the latest developments in the industry, constantly improving his expertise to better serve his clients.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), MICHAEL D. TAXMAN INVESTMENT MANAGEMENT is legally obligated to act in the best interests of their clients and disclose any potential conflicts of interest. They provide a Form ADV to their clients, which outlines all the important information about their services, fees, and potential conflicts of interest. This ensures transparency and accountability in their services.