How does the advisor help clients – Key Takeaways:
Resource Financial Planning Corp. provides a range of financial services to help clients achieve their financial goals. They have a team of dedicated financial experts who work closely with clients to develop personalized, comprehensive financial plans.
Their services include investment management, retirement planning, tax planning, estate planning, and insurance planning. With their expertise and guidance, clients can make informed financial decisions and navigate through the complex financial landscape.
They offer a variety of financial solutions, including both active and passive management strategies to meet the unique needs of each client. Their objective is to provide long-term financial security and stability for their clients.
Facts and Insights
Resource Financial Planning Corp. has been in business for over 20 years, serving clients in multiple locations across the United States. They have a team of experienced financial advisors who collectively manage over $1 billion in assets.
Their success is reflected in their clients’ satisfaction, with a high retention rate and numerous positive reviews from satisfied clients. They have received several awards and recognitions for their outstanding performance and commitment to client service.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20+ | 20+ years |
Financial Services Offered
Resource Financial Planning Corp. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
Resource Financial Planning Corp. serves a diverse range of clients, including individuals, families, and businesses. They work with clients from all stages of life, from young professionals just starting out to retirees looking to preserve and grow their wealth.
Fees & Compensation
Resource Financial Planning Corp. operates on a fee-only basis, which means they do not earn commissions for recommending specific products or services. This ensures that their advice is always unbiased and in the best interest of the client.
They offer transparent and competitive pricing for their services, with fees based on a percentage of assets under management or a flat rate for specific services. They provide clients with a clear fee schedule upfront, so there are no surprises or hidden costs.
Background
Resource Financial Planning Corp. was founded by a team of financial professionals with a shared goal of helping individuals and families achieve financial success. They have built a strong reputation for their expertise, integrity, and commitment to client service.
Their financial advisors have a diverse range of backgrounds and experience, allowing them to offer customized solutions and personalized advice to clients with varying financial needs and goals.
Financial Advisor Disclosures to Know
Resource Financial Planning Corp. is a registered investment advisor and has a legal obligation to always act in the best interest of their clients. They have a strict code of ethics and follow all regulatory guidelines to ensure transparency and accountability in their practices.
They also provide clients with a Form ADV, which details their services, fees, and any potential conflicts of interest. This document is available upon request and is also publicly available on the Securities and Exchange Commission’s website.