About STRATEGIC PLANNING CORPORATION
STRATEGIC PLANNING CORPORATION is a reputable financial advisory firm with years of experience in helping clients achieve their financial goals. This company offers a wide range of services and expertise to cater to the unique needs of each client. They are known for their strategic approach to financial planning, which has helped numerous individuals and organizations attain financial stability and success.
How does the advisor help clients – Key Takeaways:
- STRATEGIC PLANNING CORPORATION offers personalized financial planning and investment strategies tailored to the specific goals and risk tolerance of each client.
- The company utilizes a strategic approach to maximize returns and minimize risk for their clients.
- They also provide extensive financial education and resources to empower their clients to make informed decisions.
Facts and Insights
Here are some key facts and insights about STRATEGIC PLANNING CORPORATION:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $1 billion |
|---|---|
| Number of Advisors: | 30 |
| Time in Business: | 25 years |
Financial Services Offered
STRATEGIC PLANNING CORPORATION offers a comprehensive range of financial services to help their clients achieve their unique financial goals. Some of the services they provide include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
- Education planning
Client Types
STRATEGIC PLANNING CORPORATION works with a diverse clientele, including individuals, families, businesses, and institutions. They have the experience and expertise to cater to the specific needs of each client, regardless of their background or financial situation.
Fees & Compensation
As a trusted financial advisor, STRATEGIC PLANNING CORPORATION operates on a fee-based compensation model. This means that clients pay a percentage of their assets under management to cover advisory services. This ensures that their interests are aligned with those of their clients, as they strive to maximize returns and minimize costs.
Background
STRATEGIC PLANNING CORPORATION was founded in 1995 and has been providing top-notch financial advice and services to clients for over 25 years. The company is led by a team of highly qualified and experienced financial advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their disclosures to ensure transparency and avoid any potential conflicts of interest. Some key disclosures to know about STRATEGIC PLANNING CORPORATION include:
- The company operates on a fee-based compensation model, meaning they may earn more by managing larger portfolios.
- Some of the advisors at STRATEGIC PLANNING CORPORATION may also hold positions in other financial institutions, which could potentially create conflicts of interest.
- The company may receive compensation from the sale of certain financial products, such as insurance policies or mutual funds.