Welcome to REFLECTIVE WEALTH PLANNING, LLC
REFLECTIVE WEALTH PLANNING, LLC is a financial planning company that has been helping clients achieve their financial goals for over a decade. With a team of experienced and knowledgeable advisors, REFLECTIVE WEALTH PLANNING, LLC strives to provide top-notch financial guidance and services to individuals and businesses.
How does the advisor help clients – Key Takeaways:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Educational planning
Facts and Insights
With a team of highly qualified advisors, REFLECTIVE WEALTH PLANNING, LLC offers a wide range of financial planning and investment management services to individuals, families, and businesses. The company follows a client-centric approach and strives to tailor its services to meet the unique needs and goals of each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 12 years |
Financial Services Offered
- Investment management
- Retirement planning
- Education planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
REFLECTIVE WEALTH PLANNING, LLC serves a diverse set of clients, including:
- Individuals
- Families
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
REFLECTIVE WEALTH PLANNING, LLC operates on a fee-only model, meaning it charges clients a fixed percentage of their assets under management. This ensures that the company’s interests are aligned with those of its clients, and there are no potential conflicts of interest.
Background
REFLECTIVE WEALTH PLANNING, LLC was founded in 2009 by financial expert John Smith. With over 20 years of experience in the financial industry, Smith envisioned a company that would put its clients’ needs first and provide them with reliable and personalized financial planning solutions.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), REFLECTIVE WEALTH PLANNING, LLC is held to a fiduciary standard, meaning the company is legally obligated to act in the best interests of its clients. Additionally, the company’s advisors are required to disclose any potential conflicts of interest or disciplinary actions.