About PERSONAL BENEFITS PLANNING LLC
PERSONAL BENEFITS PLANNING LLC is a financial advisory firm that specializes in providing personalized financial planning and wealth management services to individuals and families. They are dedicated to helping their clients achieve their financial goals and secure their financial future through strategic and tailored plans.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and wealth management services
- Strives to help clients achieve their financial goals
- Provides strategic and tailored plans for each client
Facts and Insights
As of 2020, PERSONAL BENEFITS PLANNING LLC has over $100 million in assets under management and a team of 5 experienced financial advisors. They have been in business for over 15 years, serving a large and loyal client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 5 | Over 15 years |
Financial Services Offered
PERSONAL BENEFITS PLANNING LLC offers a comprehensive range of financial services to cater to their clients’ needs and goals. Some of the key services they provide include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
PERSONAL BENEFITS PLANNING LLC serves a diverse client base, including high net worth individuals, working professionals, retirees, and small business owners. They have the knowledge and expertise to cater to the unique financial needs of each client.
Fees & Compensation
PERSONAL BENEFITS PLANNING LLC follows a fee-only compensation structure, which means they do not earn any commission from selling financial products. This ensures that their recommendations are unbiased and aligned with their clients’ best interests.
Background
The team at PERSONAL BENEFITS PLANNING LLC is made up of experienced and qualified financial advisors who have a deep understanding of the financial industry. They stay updated with the latest market trends and regulations to provide their clients with the most relevant and reliable advice.
Financial Advisor Disclosures to Know
As a responsible financial advisor, PERSONAL BENEFITS PLANNING LLC adheres to all the necessary disclosures and regulations. They are registered with the Securities and Exchange Commission (SEC) and operate as a fiduciary, which means they are legally bound to always act in their clients’ best interests.