How does the advisor help clients – Key Takeaways:
- SHAMMAS FINANCIAL PLANNING provides personalized financial planning services to help clients reach their financial goals.
- Their team of financial experts uses a holistic approach to create customized financial plans that align with each client’s unique needs and goals.
- They offer a wide range of financial services to cater to various client needs, from budget management to retirement planning.
- Their fees are transparent and competitive, ensuring that clients receive value for their financial planning services.
Facts and Insights:
Founded in 2005, SHAMMAS FINANCIAL PLANNING has been helping clients achieve their financial goals for over 15 years. With a team of experienced financial advisors, they have successfully managed over $500 million in assets for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Business planning
- Cash flow management
- Debt management
- And more
Client Types:
SHAMMAS FINANCIAL PLANNING caters to a diverse clientele, including individuals, families, business owners, and corporations. Their financial planning services are tailored to meet the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation:
SHAMMAS FINANCIAL PLANNING is a fee-only financial planning firm, meaning they do not earn commissions from selling financial products. Their fees are based on a percentage of the assets under management, with a minimum annual fee of $5,000. This structure ensures that their interests are aligned with their clients’ and that they provide unbiased financial advice.
Background:
SHAMMAS FINANCIAL PLANNING was founded by John Shammas, a seasoned financial advisor with over 25 years of experience in the industry. He is a certified financial planner (CFP®) and holds a Chartered Financial Analyst (CFA) designation, demonstrating his expertise and commitment to providing top-notch financial planning services to his clients.
Financial Advisor Disclosures to Know:
As a regulated financial planning firm, SHAMMAS FINANCIAL PLANNING is transparent about any potential conflicts of interest and discloses them to their clients. They also have policies in place to ensure that their clients’ best interests always come first in all their financial decisions.