About MILNE FINANCIAL PLANNING, INC.
MILNE FINANCIAL PLANNING, INC. is a financial planning firm that has been in business for over 15 years. Led by a team of experienced advisors, the firm specializes in providing comprehensive financial planning services to clients.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning services tailored to each client’s specific needs and goals.
- Assists in creating a financial plan for retirement, education, estate planning, and more.
- Educates clients on investment strategies and offers investment management services.
- Provides ongoing support and guidance to clients to help them achieve their financial goals.
Facts and Insights
According to the latest data available, MILNE FINANCIAL PLANNING, INC. has a total of $100 million in assets under management. The firm has a team of 5 experienced and knowledgeable advisors, providing clients with a high level of personalized attention and expertise. With over 15 years in the financial planning industry, the firm has established a strong reputation for providing sound financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time In Business |
|---|---|---|
| $100 million | 5 | 15+ years |
Financial Services Offered
MILNE FINANCIAL PLANNING, INC. offers a wide range of financial services to help clients with their financial planning needs. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Education planning
- Tax planning
- Insurance planning
Client Types
The firm caters to a diverse client base, including individuals, families, and small business owners. They also work with clients from various income levels and financial backgrounds. No matter the client type, MILNE FINANCIAL PLANNING, INC. is committed to providing personalized and comprehensive financial planning services.
Fees & Compensation
MILNE FINANCIAL PLANNING, INC. operates on a fee-based compensation model, meaning they charge a fixed or hourly fee for their services. This transparent fee structure ensures that the advisors act in the best interest of their clients and do not receive any commissions or incentives for recommending certain products.
Background
The founder and CEO of MILNE FINANCIAL PLANNING, INC. is John Milne, a certified financial planner (CFP) with over 20 years of experience in the financial services industry. The firm’s team of advisors also hold various certifications and designations, demonstrating their expertise and commitment to providing high-quality financial advice.
Financial Advisor Disclosures to Know
MILNE FINANCIAL PLANNING, INC. is a registered investment advisor (RIA), which means they are legally bound to act in the best interest of their clients at all times. They have a fiduciary responsibility to prioritize their clients’ needs and goals above their own. The firm also has a clean record with no recent disciplinary actions or complaints.