How does the advisor help clients – Key Takeaways:
REDEFINE FINANCIAL is a leading financial advisory firm that provides expert guidance and services to individuals, families, and businesses. With a team of highly qualified advisors, the firm is dedicated to helping clients achieve their financial goals through personalized strategies and disciplined investing.
Facts and Insights
Established in 2005, REDEFINE FINANCIAL has over 15 years of experience in the financial industry. The firm has over $2 billion in Assets Under Management and a team of 50 professional advisors who are committed to delivering exceptional financial solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50 | 15+ years |
Financial Services Offered
REDEFINE FINANCIAL offers a wide range of financial services to meet the diverse needs of their clients. This includes investment planning, retirement planning, estate planning, tax planning, and more. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial life to create a comprehensive and customized plan that aligns with their objectives.
Client Types
The firm caters to a diverse clientele, including high-net-worth individuals, families, and small to medium-sized businesses. They serve clients across various industries, from healthcare and technology to manufacturing and real estate. No matter the client’s background, REDEFINE FINANCIAL is committed to providing the highest level of service and expertise to help them achieve financial success.
Fees & Compensation
REDEFINE FINANCIAL is a fee-based advisory firm, meaning their advisors are compensated through a combination of fees and commissions. This fee structure allows the firm to provide objective advice and act in the best interest of their clients. The exact fees and compensation structure depend on the specific services and products recommended for each client’s unique financial situation.
Background
The team at REDEFINE FINANCIAL is made up of experienced, knowledgeable, and highly qualified individuals who are dedicated to their clients’ success. Many of the advisors hold advanced degrees and professional certifications, such as Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA). They also have a strong commitment to continuing education to stay up-to-date on industry trends and best practices.
Financial Advisor Disclosures to Know
REDEFINE FINANCIAL is a Registered Investment Advisor (RIA), which means they are held to a fiduciary standard that requires them to act in the best interest of their clients at all times. They have a legal and ethical obligation to provide unbiased and objective advice, placing their clients’ interests above their own. The firm also has a strict code of ethics and compliance program to ensure transparency, fairness, and accountability in all their dealings.