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How does the advisor help clients – Key Takeaways:
Preferred Planning Associates, Inc. is a financial planning firm that specializes in helping clients achieve their financial goals. With a team of experienced advisors and a wide range of financial services, they have been helping individuals and businesses make sound financial decisions for over 20 years.
Facts and Insights
Preferred Planning Associates, Inc. has a strong track record of success, with over $500 million in assets under management and more than 25 advisors on staff. They have been providing financial planning services since 1999, making them a well-established and trusted firm in the industry.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25+ | Over 20 years |
Financial Services Offered
Preferred Planning Associates, Inc. offers a comprehensive range of financial services to meet the diverse needs of their clients. They provide investment planning, retirement planning, tax planning, estate planning, and insurance solutions to help clients protect and grow their wealth.
Client Types
Preferred Planning Associates, Inc. works with a variety of clients, including individuals, families, and small businesses. They understand that each client has unique financial goals and needs, and they tailor their services to meet those individual needs.
Fees & Compensation
Preferred Planning Associates, Inc. believes in transparent and fair pricing for their services. They offer fee-only financial planning, meaning they do not earn commissions or sell products, allowing them to provide unbiased advice and act in their clients’ best interests.
Background
Preferred Planning Associates, Inc. was founded by John Smith, a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry. He built the firm with a team of like-minded professionals who share his passion for helping people achieve financial success.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to know about their potential conflicts of interest or disclosures. Preferred Planning Associates, Inc. is committed to full transparency and will provide clients with any necessary disclosures before beginning the financial planning process.