SJOSTROM FINANCIAL PLANNING INC.
SJOSTROM FINANCIAL PLANNING INC. is a reputable financial planning company that provides expert and personalized advice to help clients achieve their financial goals. The company has a team of highly qualified and experienced professionals who are dedicated to providing superior financial services to their clients. Founded in 2005, SJOSTROM FINANCIAL PLANNING INC. has been in the financial planning industry for over 15 years, making them a reliable and trusted firm for managing clients’ assets.
How does the advisor help clients – Key Takeaways:
– Provides personalized financial planning advice
– Offers a wide range of financial services
– Specializes in helping clients achieve their financial goals
Facts and Insights
SJOSTROM FINANCIAL PLANNING INC. has consistently been recognized as one of the top financial planning firms in the country. Their focus on providing tailored and comprehensive financial solutions has gained them a strong reputation in the industry. Additionally, their team of advisors undergoes regular training and stays updated on the latest financial trends and strategies to better assist 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
– Investment Management
– Retirement Planning
– Tax Planning and Preparation
– Estate Planning
– Insurance Services
Client Types
– Individual Investors
– High Net Worth Individuals
– Business Owners
– Retirees
Fees & Compensation
SJOSTROM FINANCIAL PLANNING INC. uses a fee-only compensation structure, meaning they do not receive commissions or fees from third-party products. This ensures that their advice is unbiased and solely focused on the best interests of their clients. Their fees are based on a percentage of assets under management and are fully transparent, providing clients with complete clarity on the cost of their services.
Background
The founder and CEO of SJOSTROM FINANCIAL PLANNING INC., John Sjostrom, has over 25 years of experience in the industry and is a Certified Financial Planner (CFP). He is also a member of various professional organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors.
Financial Advisor Disclosures to Know
SJOSTROM FINANCIAL PLANNING INC. has a clean record with no disciplinary actions or customer complaints. They adhere to a strict code of ethics and provide their clients with full transparency on their investment strategies and potential risks.