…
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning services to help clients reach their financial goals
- Provides guidance and education on various financial topics, such as budgeting, investments, retirement planning, and more
- Works closely with clients to develop a customized financial plan that takes into account their unique financial situation and long-term objectives
- Continuously monitors and adjusts the financial plan as needed to ensure it remains relevant and effective
- Provides ongoing support and guidance to help clients make informed financial decisions
Facts and Insights
SHARON LUND, FINANCIAL PLANNING, INC. has a strong track record of helping clients successfully reach their financial goals. Some key facts and insights about the firm include:
- Established in 1999, with over 20 years of experience in the financial services industry
- Manages over $50 million in assets under management
- Currently has a team of 3 highly experienced and qualified advisors
- Serves a diverse client base, including individuals, families, and small business owners
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 3 | Over 20 years |
Financial Services Offered
SHARON LUND, FINANCIAL PLANNING, INC. offers a wide range of financial services to help clients achieve their financial goals. Some of the services provided by the firm include:
- Financial planning
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
SHARON LUND, FINANCIAL PLANNING, INC. serves a diverse client base, including:
- Individuals and families
- Small business owners
- Young professionals
- Retirees
- High-net-worth individuals
Fees & Compensation
SHARON LUND, FINANCIAL PLANNING, INC. operates on a fee-based model, meaning that they charge a percentage of the assets under management as their compensation. This approach ensures that the firm’s interests are aligned with their clients’, as their compensation is directly tied to the performance of the client’s portfolio.
Background
SHARON LUND, FINANCIAL PLANNING, INC. is led by Sharon Lund, a highly experienced and qualified financial advisor. She holds a Bachelor’s degree in Finance and has over 20 years of experience in the financial services industry. Sharon is committed to helping clients make informed and strategic financial decisions to achieve their long-term goals.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their potential conflicts of interest or any disciplinary actions that may have been taken against them. SHARON LUND, FINANCIAL PLANNING, INC. is a registered investment advisory firm and therefore is required to disclose any information about their business and any potential conflicts of interest. Clients can access this information through their Form ADV, which is filed with the Securities and Exchange Commission (SEC).