How does STREET SMART FINANCIAL, LLC help clients? – Key Takeaways:
STREET SMART FINANCIAL, LLC offers a range of financial services to help clients effectively manage their money. Through personalized and strategic planning, this expert firm provides guidance and support to achieve financial goals. Their approach is based on being street smart – making smart and practical decisions to maximize profits and minimize losses.
Some key takeaways of how STREET SMART FINANCIAL, LLC helps their clients include:
- Expertise in financial planning and investment management
- Personalized strategies tailored to individual needs and goals
- Regular monitoring and adjusting of investments to stay on track
- Access to a team of experienced and knowledgeable advisors
Facts and Insights
STREET SMART FINANCIAL, LLC has been in business for over 10 years, providing reliable financial services to their clients. Their team consists of highly qualified and experienced advisors who have a deep understanding of the financial market and are dedicated to helping clients achieve financial success. Through their knowledge and expertise, they are able to provide valuable insights and advice to help clients make informed decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $75 million | 10 |
Financial Services Offered
STREET SMART FINANCIAL, LLC offers a wide range of financial services to help clients achieve their goals. These services include:
- Financial planning and investment management
- Retirement planning and wealth management
- Tax planning and preparation
- Estate planning and trust services
- Insurance planning
Client Types
STREET SMART FINANCIAL, LLC works with a diverse range of clients, including individuals, families, and small business owners. Their personalized approach allows them to cater to the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
STREET SMART FINANCIAL, LLC operates on a fee-only basis, meaning they do not earn commissions from the sale of financial products. This ensures that their recommendations are unbiased and in the best interest of their clients. Fees are based on a percentage of assets under management or a flat fee for financial planning services.
Background
STREET SMART FINANCIAL, LLC was founded in 2008 by a team of financial experts who wanted to provide practical and effective solutions to help clients navigate the complex world of finance. With their years of experience and knowledge, they have built a reputation for providing reliable and personalized services to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As of the latest filing with the Securities and Exchange Commission, STREET SMART FINANCIAL, LLC has no disclosures to report. They pride themselves on transparency and always act in the best interest of their clients.