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How does the advisor help clients – Key Takeaways:
POWERS FINANCIAL GROUP, LLC offers a wide range of financial services to help clients achieve their financial goals. They provide personalized financial solutions and develop tailored strategies to fit each client’s unique needs and circumstances.
Their expertise and experience in the financial industry allow them to provide sound financial advice and guidance to their clients. They aim to build long-term relationships with their clients, working closely with them to understand their financial objectives and provide ongoing support and guidance.
Facts and Insights
Founded in 2005, POWERS FINANCIAL GROUP, LLC has been in business for over 16 years. They currently have over $500 million in assets under management and a team of experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 16 years |
Financial Services Offered
POWERS FINANCIAL GROUP, LLC offers a wide range of financial services to help clients plan for their financial future and achieve their desired outcomes. These services include investment management, retirement planning, tax planning, estate planning, and insurance planning.
Client Types
POWERS FINANCIAL GROUP, LLC offers their services to individuals, families, and businesses. They have a diverse client base, including high-net-worth individuals, professionals, small business owners, and retirees.
Fees & Compensation
POWERS FINANCIAL GROUP, LLC operates on a fee-based structure, meaning they charge a percentage of the assets they manage for their clients. This aligns their interests with their clients’ interests, as they are motivated to help their clients’ assets grow. They also offer hourly and flat fee options for financial planning services.
Background
The team at POWERS FINANCIAL GROUP, LLC has extensive experience in the financial industry and holds various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They stay up-to-date with the latest industry trends and strategies to provide the best possible financial solutions for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, POWERS FINANCIAL GROUP, LLC is legally obligated to act in their clients’ best interests. They have a fiduciary duty to provide unbiased and transparent advice and disclose any potential conflicts of interest. Clients can find a full list of their disclosures and compliance record on their website.