How does PADDEN FINANCIAL PLANNING LLC help clients – Key Takeaways:
PADDEN FINANCIAL PLANNING LLC, founded in 2005, is a leading financial advisory firm that has been helping clients achieve their financial goals for over 15 years. The company is dedicated to providing expert financial guidance and personalized strategies to help clients plan for their future.
Here are some key takeaways on how PADDEN FINANCIAL PLANNING LLC helps its clients:
- Expertise: The team at PADDEN FINANCIAL PLANNING LLC is comprised of highly qualified and experienced financial advisors with a deep understanding of the markets and financial planning strategies.
- Customized Plans: The company believes that every client’s financial situation is unique and requires a customized approach. Hence, PADDEN FINANCIAL PLANNING LLC provides personalized financial plans that are tailored to each client’s specific needs and goals.
- Comprehensive Services: PADDEN FINANCIAL PLANNING LLC offers a wide range of financial services, including retirement planning, investment management, tax planning, and estate planning, among others. This allows clients to have all their financial needs fulfilled under one roof.
- Long-Term Relationships: The company believes in building long-term relationships with clients and making sure that their financial plans are constantly reviewed and adjusted as needed to ensure they stay on track to reach their goals.
Facts and Insights
To better understand PADDEN FINANCIAL PLANNING LLC, here are some facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
As a full-service financial advisory firm, PADDEN FINANCIAL PLANNING LLC offers a wide range of services, including:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance and risk management
Client Types
PADDEN FINANCIAL PLANNING LLC serves a diverse range of clients, including individuals, families, small business owners, and high net worth individuals. The company believes in building relationships with clients of all ages and backgrounds, and their services are tailored to meet the unique needs of each client.
Fees & Compensation
PADDEN FINANCIAL PLANNING LLC charges a percentage of assets under management as their fee. The exact percentage may vary depending on the size of the client’s portfolio and the complexity of their financial situation. The company believes in transparency and provides a clear breakdown of all fees and compensation on their website.
Background
PADDEN FINANCIAL PLANNING LLC was founded in 2005 by John Padden, a certified financial planner with over 25 years of experience in the financial services industry. The firm is based in New York City and has a team of 10 experienced financial professionals who are committed to providing top-notch financial guidance to their clients.
Financial Advisor Disclosures to Know
PADDEN FINANCIAL PLANNING LLC takes compliance and transparency very seriously. As a registered investment advisor, the firm is required to make certain disclosures, which can be found on their Form ADV, available on the company’s website. These disclosures include any potential conflicts of interest, past disciplinary actions, and the firm’s code of ethics and business practices.