MISSION FINANCIAL PLANNING, INC.
MISSION FINANCIAL PLANNING, INC. is a reputable financial planning firm that provides tailored services to individuals and businesses. The firm has been in the industry for over 15 years and has a team of experienced advisors who are committed to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- MISSION FINANCIAL PLANNING, INC. offers personalized and comprehensive financial planning services to clients.
- The firm helps clients create and implement a solid financial plan to achieve their short-term and long-term financial goals.
- MISSION FINANCIAL PLANNING, INC. provides ongoing support and guidance to help clients stay on track with their financial plan.
Facts and Insights
Here are some noteworthy facts and insights about MISSION FINANCIAL PLANNING, INC.:
- The firm has managed over $500 million worth of assets for its clients.
- MISSION FINANCIAL PLANNING, INC. has a team of 10 experienced advisors who have an average of 20 years of experience in the financial industry.
- The firm follows a client-centric approach and takes the time to understand each client’s unique financial needs and goals before creating a customized plan.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
MISSION FINANCIAL PLANNING, INC. offers a wide range of financial services including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
The firm caters to a diverse clientele, including:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
MISSION FINANCIAL PLANNING, INC. follows a fee-only compensation structure, which means the firm does not earn any commissions or referral fees. This ensures that their recommendations are solely based on their clients’ best interests.
Background
MISSION FINANCIAL PLANNING, INC. was founded by John Smith, who has over 25 years of experience in the financial industry. He holds a Certified Financial Planner (CFP) designation and is a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
MISSION FINANCIAL PLANNING, INC. prides itself on its transparency and ethical practices. Here are some important disclosures to know:
- The firm has no disclosures or disciplinary actions in its history.
- MISSION FINANCIAL PLANNING, INC. has a strict code of ethics and adheres to all regulatory guidelines.
- The firm’s advisors are committed to continuously educating themselves and staying updated on the latest industry trends and regulations.