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How does the advisor help clients – Key Takeaways:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Facts and Insights
Newleaf Financial Guidance is a highly experienced financial advisory firm that prides itself on providing expert guidance and assistance to clients in navigating the complex world of finance. With a focus on creating long-term financial success for clients, they offer a range of services tailored to individual needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Newleaf Financial Guidance currently manages over $500 million in assets for clients and is supported by a team of 10 knowledgeable and experienced financial advisors. They have been in business for 15 years, establishing a strong track record of success and reliability.
Financial Services Offered
Newleaf Financial Guidance offers a comprehensive range of services designed to help clients achieve financial success and stability. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance services
- Education funding
- Debt management
With a focus on customizing their services to fit each client’s unique needs and goals, Newleaf Financial Guidance provides personalized and comprehensive financial planning to help clients achieve their financial objectives.
Client Types
Newleaf Financial Guidance caters to a diverse range of clients, including:
- Individuals and families
- Business owners
- Retirees
- High-net-worth individuals
- Non-profit organizations
Their services are tailored to fit the needs and goals of each specific client, providing personalized and comprehensive financial planning for a variety of individuals and organizations.
Fees & Compensation
Newleaf Financial Guidance works on a fee-only basis, which means they do not receive any commissions or compensation from selling financial products. Instead, they charge a percentage of the assets under management, ensuring that their interests are aligned with those of their clients.
Background
Newleaf Financial Guidance was founded by John Smith, a highly experienced and knowledgeable financial advisor with over 20 years of industry experience. He is supported by a team of 10 skilled advisors, all dedicated to providing expert financial guidance and support to clients.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for clients to be aware of potential conflicts of interest or past disciplinary actions. Newleaf Financial Guidance has a clean record and is committed to transparency and open communication with clients.