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How does the advisor help clients – Key Takeaways:
Salvini Financial Planning is a reputable financial advisory firm that offers a wide range of services to help clients achieve their financial goals. Their team of experts provides personalized solutions to their clients, helping them navigate through the complexities of the financial world.
Facts and Insights
Founded in 2005, Salvini Financial Planning has been providing comprehensive financial planning and investment management services for over 15 years. Their team consists of experienced and highly qualified advisors who are dedicated to helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 10 |
| 2019 | $400 million | 8 |
| 2018 | $350 million | 5 |
Financial Services Offered
Salvini Financial Planning offers a wide range of financial services to meet the diverse needs of their clients. These services include financial planning, investment management, retirement planning, tax planning, estate planning, and insurance services.
Client Types
Salvini Financial Planning caters to individuals, families, and businesses of all sizes. They have a diverse client base and work with clients from different backgrounds, industries, and life stages.
Fees & Compensation
Salvini Financial Planning charges clients based on a fee-only structure, which means they are compensated only by the fees they charge for their services. This fee structure ensures that the advisors have no hidden agendas and are solely focused on helping clients achieve their financial goals.
Background
The founder of Salvini Financial Planning, John Salvini, has over 20 years of experience in the financial industry. He holds a CFP (Certified Financial Planner) designation and is committed to providing the highest level of service and expertise to his clients.
Financial Advisor Disclosures
As a registered investment advisory firm, Salvini Financial Planning is required to provide full disclosure of their services, fees, and any potential conflicts of interest to their clients. They have a fiduciary duty to act in the best interests of their clients at all times.