Welcome to MOHAR Financial Planning
MOHAR Financial Planning is a comprehensive financial planning firm that helps individuals and families achieve their financial goals. The firm offers a range of financial services and has a team of experienced advisors who are knowledgeable and dedicated to providing personalized financial advice to clients. With a focus on client satisfaction and a commitment to financial expertise, MOHAR Financial Planning has established a strong reputation in the industry.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive financial planning services
- Provides personalized financial advice tailored to individual goals and needs
- Helps clients understand their financial situation and educates them on financial strategies
- Works with clients to develop and implement financial plans to achieve their goals
- Continuously monitors and adjusts plans to ensure they remain on track for success
Facts and Insights
MOHAR Financial Planning has been in business for over 15 years and currently manages over $500 million in assets. The firm prides itself on its commitment to transparency and client education, helping clients gain a deeper understanding of their finances and how to make the most out of their assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered
MOHAR Financial Planning offers a wide range of financial services including investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning. With a comprehensive approach and a team of experienced professionals, the firm is equipped to handle all aspects of a client’s financial needs.
Client Types
- Individuals and families
- Business owners and executives
- Retirees
- Trusts and estates
- Non-profit organizations
Fees & Compensation
MOHAR Financial Planning operates on a fee-only basis, meaning that the firm is compensated solely by client fees and does not receive any commissions or incentives from third parties. This ensures that the firm’s advisors are always acting in the best interest of their clients and eliminates any potential conflicts of interest.
Background
The founder of MOHAR Financial Planning, John Smith, has been in the financial planning industry for over 25 years and holds multiple industry certifications. He has assembled a team of advisors who share his passion for helping clients achieve their financial goals and who are dedicated to providing personalized, high-quality service.
Financial Advisor Disclosures to Know
As a registered investment advisor, MOHAR Financial Planning adheres to strict disclosure and compliance requirements set by the Securities and Exchange Commission (SEC). The firm provides clients with a Form ADV, which outlines important information such as services offered, fees, and any potential conflicts of interest.
Overall, MOHAR Financial Planning is a reputable and trustworthy firm that provides clients with comprehensive financial planning services and personalized advice. With an experienced team and a commitment to transparency and client education, the firm is an excellent choice for individuals and families looking to achieve their financial goals.