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How does the advisor help clients – Key Takeaways:
On Target Financial Planning is a financial advisory firm that provides expert guidance and advice to clients in order to help them achieve their financial goals. Their team of professionals utilize their expertise and knowledge of the financial industry to create personalized strategies that align with their clients’ unique needs and objectives.
Facts and Insights
On Target Financial Planning has been in business for over 10 years and currently manages over $100 million in assets under management. They have a team of 5 experienced and dedicated financial advisors who are committed to providing top-notch services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10+ years |
Financial Services Offered
On Target Financial Planning offers a wide range of financial services to their clients, ensuring that all aspects of their finances are taken care of. These services include investment management, retirement planning, tax planning, insurance planning, and estate planning.
Client Types
On Target Financial Planning works with a diverse range of clients, including individuals, families, and small businesses. They carefully assess each client’s unique financial situation and provide tailored solutions to help them reach their financial goals.
Fees & Compensation
On Target Financial Planning operates on a fee-only basis, meaning they do not earn commissions on any financial products they recommend. This ensures that their recommendations are always in the best interest of their clients and align with their financial goals. Their fees are transparent and based on a percentage of the assets under management.
Background
The team at On Target Financial Planning consists of highly qualified and experienced financial advisors who are dedicated to providing top-notch services to their clients. They stay up-to-date with industry trends and continuously educate themselves to provide their clients with the best possible guidance and advice.
Financial Advisor Disclosures to Know
On Target Financial Planning prides itself on its transparent approach and adheres to strict ethical standards. They have no disciplinary actions or disclosures on their record and always prioritize the best interest of their clients above all else.