How does the advisor help clients – Key Takeaways:
Michael Garber is dedicated to helping his clients achieve their financial goals and plan for a secure future. With over 15 years of experience in the financial industry, his expertise and personalized approach have helped clients create comprehensive financial plans that align with their unique needs and goals.
Facts and Insights:
Michael Garber is the founder and lead financial advisor at Michael Garber Financial Planning. He holds a Bachelor’s degree in finance and has been a Certified Financial Planner (CFP®) since 2005. He is also a registered representative, and investment advisor representative with a clean record.
Garber and his team are committed to providing high-quality financial planning services to their clients. They follow a comprehensive process that includes understanding their clients’ financial goals and risk tolerance, analyzing their current financial situation, and developing a customized financial plan to help them achieve their objectives.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 5+ | 15+ years |
These numbers showcase Michael Garber Financial Planning’s success and experience in effectively managing their clients’ assets and providing sound financial advice.
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Through these services, Garber and his team help clients build a comprehensive financial plan that considers their current and future financial needs.
Client Types:
Michael Garber Financial Planning serves a diverse group of clients, including individuals, families, and small business owners. They understand that each client has unique financial goals and challenges, and they tailor their services to meet their specific needs.
Fees & Compensation:
Michael Garber Financial Planning operates as a fee-only financial advisory firm. This means they do not earn any commissions or incentives from financial product sales, ensuring that their advice is always in their clients’ best interest. They charge clients a percentage of assets under management or a flat fee for their financial planning services, depending on the client’s needs.
Background:
Before starting his own firm, Michael Garber gained valuable experience working for prominent financial firms. He credits this experience for shaping his holistic and personalized approach to financial planning. Additionally, Garber regularly attends industry conferences and continues his education to stay up-to-date on the latest financial trends and strategies.
Financial Advisor Disclosures to Know:
It’s important to note that Michael Garber and his firm are legally obligated to disclose any potential conflicts of interest, past disciplinary actions, or any other relevant information that may impact their ability to provide unbiased financial advice. As a responsible and trusted financial advisor, Garber is transparent with his clients about any disclosures that may arise.
In summary, Michael Garber Financial Planning is a reputable and experienced financial advisory firm that is dedicated to helping their clients achieve financial success. With a personalized approach, diverse range of services, and a commitment to acting in their clients’ best interests, Garber and his team are well-equipped to help individuals and families plan for a secure financial future.