How does the advisor help clients – Key Takeaways:
- Specializing in financial planning for individuals and families.
- Assessing client goals and creating tailored plans to help achieve them.
- Providing ongoing support and education to help clients make informed financial decisions.
Facts and Insights
REFOCUS FINANCIAL PLANNING is a highly experienced financial advisor that prioritizes the financial well-being of its clients. With a focus on individual and family financial planning, the firm uses a tailored approach to help clients achieve their goals and build a secure financial future.
The advisor believes in educating clients to help them make informed financial decisions and provides ongoing support to ensure their financial plans stay on track.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| Publicly Available Numbers | $100 million+ | 5+ | 10+ years |
Financial Services Offered
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Investment management
- Insurance planning
- Education planning
- Debt management
Client Types
REFOCUS FINANCIAL PLANNING caters to a variety of client types, including high-net-worth individuals, families, and business owners. The firm has the expertise and resources to tailor its services to meet the unique needs of each client.
Fees & Compensation
The advisor’s fees are based on a percentage of assets under management, which incentivizes them to manage portfolios in the best interest of their clients. It also offers transparent and competitive pricing, with no hidden fees.
The firm also offers hourly financial planning for clients who do not require ongoing management services or have a smaller investable asset base. This hourly fee structure allows clients to only pay for the services they need.
Background
REFOCUS FINANCIAL PLANNING has been providing financial planning services for over 10 years and has a team of highly experienced advisors with a diverse range of expertise. The firm stays up-to-date with the latest financial trends and offers innovative solutions to help clients reach their financial goals.
Financial Advisor Disclosures to Know
- The firm is a registered investment advisor.
- Registered with the Securities and Exchange Commission (SEC).
- All advisors are required to act as fiduciaries, putting clients’ best interests first.
- No disciplinary actions have been filed against the firm or its advisors.