How does the advisor help clients – Key Takeaways:
PDS Planning Inc. is a financial planning and advisory firm that has been in business for over 20 years. They provide a wide range of financial services to help their clients achieve their financial goals. Throughout their time in business, PDS Planning Inc. has built a strong reputation for their expertise, experience, and commitment to their clients.
Here are some key takeaways about how PDS Planning Inc. helps their clients:
– They offer a holistic approach to financial planning, taking into account all aspects of their clients’ financial lives.
– They provide customized solutions based on each client’s unique needs and goals.
– They continuously monitor and adjust their clients’ financial plans to ensure they remain on track.
– They prioritize open and transparent communication with their clients to build strong and trusting relationships.
Facts and Insights
As of 2021, PDS Planning Inc. manages over $500 million in assets and has a team of 10 experienced financial advisors. They specialize in providing comprehensive financial planning services, including retirement planning, investment management, tax planning, insurance planning, and estate planning.
Being in the business for over 20 years, PDS Planning Inc. has gained valuable insights and expertise in navigating various market conditions and helping their clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established: | 1999 |
|---|---|
| Assets Under Management: | $500 million+ |
| Number of Advisors: | 10 |
Financial Services Offered
– Retirement Planning
– Investment Management
– Tax Planning
– Insurance Planning
– Estate Planning
Client Types
PDS Planning Inc. serves a diverse range of clients, including individuals, families, and small business owners. They also work with clients from various industries, including healthcare, education, and technology.
Fees & Compensation
PDS Planning Inc. operates as a fee-only firm, meaning they do not receive any commissions or kickbacks for recommending specific products or services to their clients. Instead, they charge a percentage of the assets under management as their fee, ensuring their interests are aligned with their clients’ success.
Background
PDS Planning Inc. was founded in 1999 by a group of financial professionals with the goal of providing comprehensive financial planning and advisory services to individuals and businesses. Over the years, they have grown into a reputable and trusted firm in the financial planning industry.
Their team of experienced advisors holds various certifications and designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
It is essential to be aware of any financial advisor disclosures before working with a firm. Here are some disclosures related to PDS Planning Inc.:
– PDS Planning Inc. does not have any regulatory actions, lawsuits, or disciplinary events on their record.
– They have a clean regulatory and compliance history.
– PDS Planning Inc. is a registered investment advisor and is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times.
In conclusion, PDS Planning Inc. is a well-established and reputable financial planning and advisory firm that offers a wide range of services to help their clients achieve their financial goals. With over 20 years of experience and a team of experienced advisors, they have the expertise and knowledge to assist clients from all backgrounds and industries. Their transparent and client-centered approach makes them a reliable choice for anyone seeking financial planning guidance.