How does SAFE LANDING FINANCIAL help clients?
Serving clients across the country, SAFE LANDING FINANCIAL strives to provide expert financial guidance to help individuals and families reach their financial goals. With a team of experienced advisors, SAFE LANDING FINANCIAL is dedicated to providing personalized financial solutions to fit each client’s unique needs.
Facts and Insights
Established in 2005, SAFE LANDING FINANCIAL has grown to become a leading financial advisory firm in the industry. Currently, they manage assets worth over $2 billion and have a team of 120 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 120 | 15 years |
Financial Services Offered
SAFE LANDING FINANCIAL offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
SAFE LANDING FINANCIAL serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Families
- Retirees
Fees & Compensation
SAFE LANDING FINANCIAL aims to be transparent and fair when it comes to fees and compensation. They primarily charge a percentage of assets under management and may also receive commissions from certain products recommended to clients. Additionally, they offer fee-only options for those who prefer a no-commission approach.
Background
SAFE LANDING FINANCIAL was founded by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. He believed in providing holistic financial planning and investment management services to clients based on their individual needs and goals. Today, the firm continues to uphold this mission under the leadership of Mr. Smith and his team of experienced advisors.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disciplinary actions. SAFE LANDING FINANCIAL is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). They pride themselves on their clean record and do not currently have any disclosures to report.