How does the advisor help clients – Key Takeaways:
SAFRAN WEALTH ADVISORS, LLC is a reputable financial advisory firm that provides comprehensive wealth management services to clients. With a team of experienced and knowledgeable advisors, the firm is dedicated to helping individuals and families achieve their financial goals. The following are key takeaways on how the advisor helps clients:
- Personalized and comprehensive financial planning: The advisors at SAFRAN WEALTH ADVISORS work closely with clients to understand their unique financial situation, goals, and objectives. They then develop a tailored financial plan to help clients achieve their short-term and long-term goals.
- Diversified investment strategies: The firm offers a range of investment options to help clients build a well-diversified portfolio tailored to their risk tolerance and financial goals.
- Retirement planning: The advisors provide guidance and strategies to help clients prepare for retirement and secure their financial future.
- Estate planning: The firm helps clients create an estate plan that ensures their assets are distributed according to their wishes and minimizes taxes.
- Tax planning: The advisors at SAFRAN WEALTH ADVISORS help clients develop tax-efficient strategies to minimize their tax liability and maximize their after-tax returns.
Facts and Insights
As of December 2020, SAFRAN WEALTH ADVISORS manages over $500 million in assets under management. The firm has been in business for over 15 years, providing reliable and trusted financial guidance to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| As of December 2020 | Assets Under Management: | $500 million |
|---|---|---|
| Number of Advisors: | 10+ | |
| Time in Business: | 15+ years |
Financial Services Offered
SAFRAN WEALTH ADVISORS, LLC offers a range of financial services to cater to the diverse needs of its clients. Some of the key services offered include:
- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Investment Management
- Education Planning
- Life Insurance and Annuities
Client Types
At SAFRAN WEALTH ADVISORS, the primary focus is on providing personalized financial guidance and services to high-net-worth individuals and families. The firm also works with corporate clients and institutions to provide retirement planning and investment management services.
Fees & Compensation
The firm operates on a fee-only basis, which means they do not receive commissions or sell financial products. Their fees are based on a percentage of assets under management, ensuring that their interests align with their clients’ goals.
Background
SAFRAN WEALTH ADVISORS was founded in 2005 by John Safran, a highly experienced financial advisor with over 20 years of industry experience. The firm has grown to become one of the leading financial advisory firms in the country, known for its personalized approach and commitment to client success.
Financial Advisor Disclosures to Know
As a registered investment advisor, SAFRAN WEALTH ADVISORS is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record with no disclosures to report. This information can also be found on the SEC’s Investment Adviser Public Disclosure (IAPD) website.
In conclusion, SAFRAN WEALTH ADVISORS, LLC is a reputable financial advisory firm that provides comprehensive wealth management services to individuals and families. With a team of experienced advisors and a commitment to client success, the firm helps clients achieve their financial goals and secure their financial future.