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How does the advisor help clients – Key Takeaways:
PRENTICE FINANCIAL PLANNING, LLC is dedicated to providing expert financial advice and planning services to clients. They have a team of experienced financial professionals who work closely with each client to create personalized strategies for achieving their financial goals. Here are the key takeaways on how the advisor helps clients:
- Provides expert financial planning and advice
- Works closely with clients to create personalized strategies
- Helps clients achieve their financial goals
Facts and Insights:
Here are some facts and insights about PRENTICE FINANCIAL PLANNING, LLC:
- Assets Under Management: $50 million (as of 2020)
- Number of Advisors: 5
- Time in Business: 10 years (founded in 2010)
Financial Services Offered:
PRENTICE FINANCIAL PLANNING, LLC offers a wide range of financial services to help clients manage and grow their wealth. Some of the services they offer include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
Client Types:
PRENTICE FINANCIAL PLANNING, LLC caters to a diverse range of clients, including:
- High net worth individuals
- Individuals and families
- Small business owners
- Retirees
Fees & Compensation:
PRENTICE FINANCIAL PLANNING, LLC believes in transparency when it comes to fees and compensation. They offer fee-only services, which means they do not earn commissions from product sales. Instead, they charge a flat fee or a percentage of assets under management for their services. This ensures that their clients’ best interests are always the top priority.
Background:
PRENTICE FINANCIAL PLANNING, LLC was founded in 2010 by John Prentice, a seasoned financial advisor with over 20 years of experience. The firm is headquartered in New York and has a team of 5 dedicated advisors who work together to provide the best possible service to their clients. They are committed to building long-term relationships with their clients based on trust and mutual respect.
Financial Advisor Disclosures to Know:
Before choosing a financial advisor, it is important to be aware of any potential conflicts of interest or disclosures. Here are some important disclosures to know about PRENTICE FINANCIAL PLANNING, LLC:
- No disciplinary actions or complaints have been filed against the firm or its advisors
- The firm does not have any affiliations with third-party companies that may influence their recommendations
- The firm operates under a fiduciary duty, meaning they are legally obligated to always act in their clients’ best interests