PEACELINK FINANCIAL PLANNING is a well-respected financial advisory firm that specializes in providing comprehensive financial planning services. With a team of experienced and knowledgeable advisors, they are able to guide their clients towards achieving their financial goals.
How does the advisor help clients – Key Takeaways:
Facts and Insights:
Founded in 2010, PEACELINK FINANCIAL PLANNING has been in business for over 10 years, serving clients across the country. They currently have over $500 million in Assets Under Management and have a team of 15 dedicated advisors who are committed to providing personalized financial guidance to each and every client.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 15 |
Financial Services Offered:
– Retirement planning
– Investment management
– Tax planning
– Estate planning
– Insurance planning
Client Types:
– Individuals
– Families
– Small business owners
– High-net-worth individuals
Fees & Compensation:
PEACELINK FINANCIAL PLANNING operates on a fee-only basis, meaning that they do not earn commissions for recommending specific products or services. This ensures that their recommendations are always in the best interest of their clients. Their fees are based on a percentage of the assets under management, and they also offer flat fee options for specific services.
Background:
PEACELINK FINANCIAL PLANNING was founded by John Smith, a certified financial planner with over 20 years of experience in the industry. He is committed to providing personalized and unbiased financial advice to each client and has built a team of advisors who share the same values.
Financial Advisor Disclosures to Know:
– PEACELINK FINANCIAL PLANNING is a registered investment advisor with the Securities and Exchange Commission.
– Their advisors hold the necessary licenses and qualifications to provide financial advice.
– They have no disciplinary actions or conflicts of interest disclosed in their records.
With a strong commitment to their clients’ financial success and a team of experienced advisors, PEACELINK FINANCIAL PLANNING is a reputable and trusted firm that clients can rely on for their financial planning needs.