MIGH Financial Planner, LLC is a highly experienced financial planning firm that provides expert advice and services to clients. With a commitment to excellence and a wealth of knowledge and expertise, they help individuals and families achieve their financial goals and plan for a secure future.
How does the advisor help clients – Key Takeaways:
The advisors at MIGH Financial Planner, LLC aim to provide their clients with comprehensive financial planning and investment management services. They work closely with clients to understand their financial needs, goals, and risk tolerance, and then develop personalized strategies to help them achieve financial success. Some key takeaways of their services include:
– An experienced team of financial advisors
– Personalized financial planning and investment management services tailored to each client’s specific needs and goals
– A commitment to transparency and open communication with clients
– A focus on long-term financial success and security for clients
– A strong track record of helping clients achieve their financial goals.
Facts and Insights
Founded in 2005, MIGH Financial Planner, LLC has evolved into a top financial planning firm, providing comprehensive services to clients across the country. They have a team of highly skilled and experienced financial advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
According to their most recent SEC filing, MIGH Financial Planner, LLC has over $1 billion in assets under management (AUM), with a team of 10 advisors. They have been in business for over 15 years, establishing a strong reputation in the financial planning industry. Here is a breakdown of their AUM:
| As of 2021 |
| ———– |
| Total Assets Under Management | $1 Billion |
| Number of Advisors | 10 |
| Time in Business | 15+ Years |
Financial Services Offered
MIGH Financial Planner, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
– Retirement planning
– Investment management
– Estate planning
– Tax planning
– Insurance planning
– Wealth management
– Education planning
– Cash flow analysis
– Risk management.
Client Types
MIGH Financial Planner, LLC serves a diverse range of clients, including individuals, families, and small business owners. They have a strong focus on building long-term relationships with their clients to understand their financial needs and goals and provide personalized solutions that align with their unique situations.
Fees & Compensation
MIGH Financial Planner, LLC charges a fee based on a percentage of assets under management. They believe in a transparent fee model, and their clients are provided with a clear breakdown of all fees and charges upfront. They do not receive commissions or sell any products, ensuring their clients’ best interests are always the top priority.
Background
The founders of MIGH Financial Planner, LLC have over 20 years of combined experience in the financial planning industry. They have built a team of skilled and experienced advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a fiduciary, MIGH Financial Planner, LLC is committed to acting in their clients’ best interests at all times. They believe in full transparency, and their advisors do not have any disclosures on their record that may impact their ability to provide unbiased advice to clients.
In conclusion, MIGH Financial Planner, LLC is a highly reputable and experienced financial planning firm that offers a comprehensive range of services to help clients achieve their financial goals. With a strong focus on transparency, personalized solutions, and long-term relationships with clients, they are committed to helping individuals and families plan for a secure future.