How does the advisor help clients – Key Takeaways:
PIHL Financial Planning provides expert financial guidance to their clients, utilizing their extensive experience and knowledge in the field.
They offer a wide range of financial services and are able to cater to a variety of client types, making them a versatile and reliable choice for those seeking financial planning assistance.
Their experienced advisors are transparent about their fees and compensation, ensuring clients are fully informed and confident in their financial decisions.
Facts and Insights
PIHL Financial Planning is a renowned financial planning firm with a strong reputation for offering personalized and comprehensive financial solutions.
Their team of advisors are highly qualified and constantly stay abreast of the ever-changing financial landscape to provide the best advice for their clients.
They prioritize building long-term relationships with their clients, understanding their unique needs and goals, to develop tailored financial plans that will help them achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
PIHL Financial Planning offers a comprehensive range of financial services, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Educational Planning
Client Types
PIHL Financial Planning caters to a diverse range of clients, including:
- Individuals
- Families
- Business Owners
- High Net Worth Individuals
- Retirees
- Young Professionals
Fees & Compensation
PIHL Financial Planning is committed to transparency and ensuring their clients are fully aware of the fees and compensation involved in their financial services.
They offer fee-only services, meaning they do not receive any commissions or incentives for recommending specific products to clients.
Their fees are based on a percentage of assets under management, providing a direct correlation between the firm’s success and the client’s success.
Background
PIHL Financial Planning was founded in 2000 by John Pihl, a seasoned financial advisor with over 30 years of experience in the industry.
John and his team are dedicated to helping their clients achieve their financial goals and provide a personalized and hands-on approach to financial planning.
Their commitment to excellence and client satisfaction has earned them numerous industry accolades and awards.
Financial Advisor Disclosures to Know
As a reputable and transparent firm, PIHL Financial Planning wants their clients to be fully informed about any potential conflicts of interest or disclosures. These may include:
- Any affiliations with investment companies or product sponsors
- Any disciplinary actions taken against an advisor
- Any fees or compensation received from third parties
PIHL Financial Planning is committed to maintaining the highest ethical standards and ensuring their clients’ best interests are always the top priority.