About Panoramic Financial Planning
Panoramic Financial Planning is a leading financial firm that specializes in providing comprehensive financial planning and investment management services to individuals, families, and businesses. With a team of experienced and knowledgeable advisors, Panoramic Financial Planning is dedicated to helping clients achieve their financial goals and secure a prosperous future.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice that is personalized to each client’s unique situation.
- Assists clients in creating a comprehensive financial plan that encompasses all aspects of their financial life.
- Coordinates with other professionals, such as attorneys and accountants, to ensure a holistic approach to financial planning.
- Regularly reviews and monitors clients’ investments to make necessary adjustments based on market conditions and their changing financial goals.
Facts and Insights
Panoramic Financial Planning has been in operation for over 15 years, providing a wide range of financial services to individuals and businesses alike. As a registered investment advisor, Panoramic Financial Planning is committed to upholding the highest standards of integrity and fiduciary responsibility.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15 years |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Insurance planning
Client Types
Panoramic Financial Planning works with a diverse group of clients, including:
- High net worth individuals
- Families
- Business owners
- Corporate executives
- Retirees
- Young professionals
Fees & Compensation
Panoramic Financial Planning charges a fee based on a percentage of AUM, which is determined by a client’s assets under management and the services provided. This ensures that the firm’s interests are aligned with those of its clients. As a fee-only advisor, Panoramic Financial Planning does not receive any commissions or incentives for recommending specific investments, ensuring unbiased and objective advice.
Background
Panoramic Financial Planning was founded by John Smith, a financial expert with over 20 years of experience in the industry. John holds several industry certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. He has assembled a team of talented and dedicated advisors who share his passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, Panoramic Financial Planning is held to a fiduciary standard, meaning they are required to always act in the best interest of their clients. Additionally, all advisors are required to disclose any potential conflicts of interest and fully explain their fee structure before entering into a client-advisor relationship.
Overall, Panoramic Financial Planning is dedicated to providing clients with expert financial advice and personalized solutions to help them achieve their financial goals. With a commitment to transparency and a wide range of financial services offered, Panoramic Financial Planning is a reputable and trusted partner for all clients’ financial needs.