Financial Expertise without the Title
RIGHTEOUS FINANCIAL, LLC is a well-respected financial firm that has been providing expert advice and services to its clients for over 20 years. With a team of highly experienced financial advisors, RIGHTEOUS FINANCIAL offers a wide range of solutions to help individuals and businesses achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- RIGHTEOUS FINANCIAL offers personalized financial advice and solutions to meet individual needs and goals.
- The firm believes in building long-term relationships with their clients, providing ongoing support and assistance throughout their financial journey.
- RIGHTEOUS FINANCIAL takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a comprehensive strategy.
Facts and Insights:
RIGHTEOUS FINANCIAL currently manages assets worth over $500 million for its clients. This is a testament to the trust and confidence clients have in the firm’s financial expertise. In addition, the firm is made up of a team of 10 highly qualified advisors, each with their own area of specialization, allowing them to provide well-rounded and comprehensive advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance and risk management
- Educational planning
Client Types:
RIGHTEOUS FINANCIAL works with a diverse range of clients, including individuals, families, small businesses, and corporations. They tailor their services to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation:
RIGHTEOUS FINANCIAL is a fee-only firm, which means they do not earn commissions or receive any compensation from the sale of financial products. This ensures that their advice is completely unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, so their success is directly tied to the success of their clients.
Background:
RIGHTEOUS FINANCIAL was founded by John Smith, who has over 25 years of experience in the financial industry. He wanted to create a firm that focused on providing honest and transparent financial advice to clients, without any conflicts of interest. Today, RIGHTEOUS FINANCIAL is known for its integrity and dedication to helping clients achieve financial success.
Financial Advisor Disclosures to Know:
RIGHTEOUS FINANCIAL is a registered investment advisor and is required to disclose any potential conflicts of interest to clients. This includes any affiliations with other financial companies or any fees or commissions earned from certain investment products. The firm takes great care to maintain transparency and ensure that all clients are fully informed about any potential conflicts.