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How does the advisor help clients – Key Takeaways:
SKAGGS FINANCIAL PLANNING, LLC is a respected financial planning firm with a team of experienced advisors dedicated to helping clients achieve their financial goals. By providing personalized and comprehensive financial advice, SKAGGS FINANCIAL PLANNING, LLC helps clients navigate the complex world of finance and make informed decisions that will benefit their financial future.
Facts and Insights:
SKAGGS FINANCIAL PLANNING, LLC has been in business for over 10 years and has accumulated a strong client base with assets under management amounting to over $500 million. With a team of highly qualified advisors, SKAGGS FINANCIAL PLANNING, LLC has earned a reputation for providing sound financial guidance and excellent customer service.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Debt management
Client Types:
SKAGGS FINANCIAL PLANNING, LLC serves a diverse client base including individuals, families, and small businesses. Their clients range from young professionals just starting to build their wealth to high net worth individuals looking to protect and grow their assets.
Fees & Compensation:
SKAGGS FINANCIAL PLANNING, LLC operates on a fee-only structure, which means they are not paid through commissions or product sales. This ensures that their advice is unbiased and solely in the best interest of their clients. Fees are based on a percentage of assets under management and are transparently disclosed to clients.
Background:
SKAGGS FINANCIAL PLANNING, LLC was founded by John Skaggs, a certified financial planner with over 20 years of experience in the financial industry. John and his team of advisors have a wealth of knowledge and expertise in financial planning and are committed to continuously expanding their skills to better serve their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SKAGGS FINANCIAL PLANNING, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. They have no conflicts of interest and fully disclose any potential conflicts or fees associated with their services. Additionally, they have a clean disciplinary history with no reported compliance issues.