How does TANNER INSURANCE & ADVISORY, LLC help clients – Key Takeaways:
TANNER INSURANCE & ADVISORY, LLC is a trusted financial advisor that helps clients with their financial planning and investment needs. With their extensive knowledge and expertise in the financial industry, they provide valuable insights and services to help clients reach their financial goals.
Facts and Insights:
Since its establishment in 2005, TANNER INSURANCE & ADVISORY, LLC has been dedicated to providing excellent financial advisory services to its clients. Over the years, the company has helped numerous individuals and businesses achieve financial success and security. Here are some key facts and insights about TANNER INSURANCE & ADVISORY, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $150 million | 6 | 15 years |
These numbers demonstrate a solid track record of success and growth for TANNER INSURANCE & ADVISORY, LLC. They continue to expand their services and expertise to better serve their clients.
Financial Services Offered:
TANNER INSURANCE & ADVISORY, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
With their comprehensive approach, TANNER INSURANCE & ADVISORY, LLC is able to provide holistic and personalized solutions to their clients’ financial needs.
Client Types:
TANNER INSURANCE & ADVISORY, LLC serves a wide range of clients, including:
- Individuals and families
- Small business owners
- Corporations
- Non-profit organizations
This diverse client base is a testament to the company’s ability to adapt and provide tailored financial solutions to different types of clients.
Fees & Compensation:
TANNER INSURANCE & ADVISORY, LLC follows a fee-only compensation model, which means they only charge their clients for the services they provide and do not receive any commissions for recommending specific products or services. This ensures that the company’s financial advice is always unbiased and in the best interest of the clients.
Background:
TANNER INSURANCE & ADVISORY, LLC was founded by John Tanner, a highly-experienced and qualified financial advisor. With over 25 years of experience in the financial industry, John has built a strong reputation for his expertise and client-centric approach. He leads a team of skilled and dedicated advisors who are committed to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know:
As a financial advisor, TANNER INSURANCE & ADVISORY, LLC follows strict ethical and regulatory standards. They have no disclosures or any disciplinary actions taken against them, ensuring that they are a trustworthy and reliable partner for their clients’ financial needs.