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How does the advisor help clients – Key Takeaways:
Using a comprehensive and personalized approach, REFRAME FINANCIAL PLANNING, LLC works alongside clients to help them achieve their financial goals. Through a combination of financial expertise, customized strategies, and ongoing support, the advisor helps clients gain control over their finances and build a solid financial foundation for their future.
Facts and Insights
REFRAME FINANCIAL PLANNING, LLC is a leading financial planning firm with a team of experienced and highly qualified financial advisors. The firm has been in business for over 10 years and has helped numerous clients navigate through different financial challenges and achieve financial security.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|————————-|———————|——————-|
| $50 million + | 5 | 10+ years |
Financial Services Offered
REFRAME FINANCIAL PLANNING, LLC offers a wide range of financial services to help clients make smart and informed financial decisions. These include:
- Retirement planning and income strategies
- Investment management
- Estate planning and wealth transfer
- Tax planning and optimization
- Education planning
- Insurance analysis and risk management
Client Types
The firm caters to a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Professionals
- Families
- Individuals in the accumulation phase
Fees & Compensation
REFRAME FINANCIAL PLANNING, LLC is a fee-only financial planning firm. This means that the advisor is compensated solely through fees paid by the clients, eliminating any potential conflicts of interest. The firm’s fee structure is transparent and fully disclosed to clients, ensuring that they have a clear understanding of the cost of services provided.
Background
The team at REFRAME FINANCIAL PLANNING, LLC consists of highly qualified and experienced financial advisors who are committed to providing objective and personalized financial advice. The firm’s founder and lead advisor, John Smith, has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP).
Financial Advisor Disclosures to Know
As a registered investment advisor, REFRAME FINANCIAL PLANNING, LLC is required to disclose any potential conflicts of interest to clients. The firm’s advisors adhere to a strict fiduciary standard, meaning that they are legally obligated to act in the best interests of their clients at all times.
In conclusion, REFRAME FINANCIAL PLANNING, LLC is a reputable and trusted financial planning firm that strives to help clients achieve their financial goals. With a team of experienced advisors and a wide range of financial services, the firm is well-equipped to guide clients towards a secure and prosperous financial future.