About OWEN FINANCIAL PLANNING, LLC
OWEN FINANCIAL PLANNING, LLC is a leading financial planning firm, dedicated to helping clients achieve their financial goals and secure their financial future. With years of experience in the industry, the team at OWEN FINANCIAL PLANNING, LLC offers expert financial advice and personalized solutions tailored to the specific needs of each client.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and personalized solutions
- Tailors solutions to meet clients’ specific needs
- Helps clients achieve financial goals and secure their financial future
Facts and Insights
OWEN FINANCIAL PLANNING, LLC has a proven track record of success, with numerous satisfied clients and positive reviews. Here are some facts and insights about the firm:
- Assets Under Management: $50 million
- Number of Advisors: 5
- Time in Business: 10 years
Financial Services Offered
OWEN FINANCIAL PLANNING, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
OWEN FINANCIAL PLANNING, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Corporate executives
Fees & Compensation
OWEN FINANCIAL PLANNING, LLC is committed to transparency and always operates with the best interests of their clients in mind. As a fee-only advisor, the firm charges a percentage of assets under management as their fee. This ensures that their compensation is directly tied to the success of their clients’ investments.
Background
The team at OWEN FINANCIAL PLANNING, LLC boasts a wealth of experience and expertise in the financial industry. Led by founder and principal advisor John Owen, the team is dedicated to helping clients achieve their financial goals and pave the way for a secure financial future.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or past disciplinary actions. Here are the disclosures for OWEN FINANCIAL PLANNING, LLC:
- No legal or disciplinary actions to report
- No bankruptcy filings in the past ten years
- No criminal charges or convictions