How does the advisor help clients – Key Takeaways:
When it comes to managing personal finances, having a financial expert by your side can make all the difference. MY FINANCIAL COACH PLANNING, LLC offers comprehensive financial planning services to help clients achieve their goals and secure a more stable financial future. Their professional and personalized approach has earned them a reputation as a trusted financial partner for individuals and families in need of financial guidance.
Facts and Insights
Incorporated in 2010, MY FINANCIAL COACH PLANNING, LLC has been providing financial planning services for over a decade. With over $50 million in assets under management and a team of 5 experienced advisors, they have the expertise and resources to assist clients in a variety of financial situations. Their goal is to empower clients to make informed financial decisions that align with their unique needs and objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10 years |
Financial Services Offered
MY FINANCIAL COACH PLANNING, LLC offers a wide range of financial planning services to assist clients in achieving their financial goals. These services include retirement planning, investment management, tax planning, insurance planning, estate planning, and more. Their comprehensive approach ensures that all aspects of a client’s financial plan are coordinated and working towards their overall objectives.
Client Types
MY FINANCIAL COACH PLANNING, LLC caters to a diverse group of clients, including high net worth individuals, families, and businesses of all sizes. They understand that each client has unique financial needs and goals, and they tailor their services to meet those needs. Whether a client is just starting their financial journey or planning for retirement, MY FINANCIAL COACH PLANNING, LLC has the expertise to guide them towards success.
Fees & Compensation
MY FINANCIAL COACH PLANNING, LLC operates on a fee-only basis, which means they do not earn any commissions from financial products or services they recommend to clients. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, making their compensation directly tied to the success of their clients’ investments.
Background
MY FINANCIAL COACH PLANNING, LLC was founded by a financial expert with over 20 years of experience in the industry. Their team of advisors has diverse backgrounds and expertise, allowing them to provide a well-rounded approach to financial planning. They also place a strong focus on continuing education and staying up-to-date on industry changes and trends to provide the best possible guidance for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, MY FINANCIAL COACH PLANNING, LLC is subject to financial regulations and must disclose any potential conflicts of interest to clients. These disclosures are available on their website and include information about their fees, investment strategies, and any affiliations they may have with other financial companies. They also have a fiduciary duty to act in the best interest of their clients at all times, providing an additional layer of protection for their clients’ financial well-being.