How does the advisor help clients – Key Takeaways:
TAUB INVESTMENT PLANNING SERVICES LLC is a trusted financial services firm that provides expert advice and guidance to individuals and businesses. With a team of experienced advisors, they have a long history of helping clients achieve their financial goals and plan for their future.
Some key benefits that clients can expect when working with TAUB INVESTMENT PLANNING SERVICES LLC include:
- Personalized financial planning tailored to each client’s unique needs and goals
- Holistic approach to financial planning, considering all aspects of a client’s financial situation
- Expertise in various financial areas, including investments, retirement planning, tax strategies, and more
- Regular communication and updates to keep clients informed and on track towards their goals
Facts and Insights
TAUB INVESTMENT PLANNING SERVICES LLC has been in business for over 20 years, serving a diverse client base and helping them navigate the ever-changing financial landscape. As of 2020, they have over $500 million in assets under management and a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 1999 | 10 | $500 |
Financial Services Offered
TAUB INVESTMENT PLANNING SERVICES LLC offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Retirement planning
- Tax planning and strategies
- Estate planning
- Risk management and insurance planning
- Business planning
Client Types
The team at TAUB INVESTMENT PLANNING SERVICES LLC works with a diverse group of clients, including individuals, families, and businesses. They also have expertise in working with high net worth individuals and professionals, such as doctors and attorneys.
Fees & Compensation
TAUB INVESTMENT PLANNING SERVICES LLC operates on a fee-based compensation model, meaning that they are compensated based on a percentage of assets under management. This aligns their interests with their clients and ensures that they have a vested interest in helping clients grow their portfolio.
Background
The firm was founded by financial expert John Taub, who has over 30 years of experience in the industry. He and his team of dedicated advisors have built a reputation for providing top-notch financial advice and exceptional client service.
Financial Advisor Disclosures to Know
TAUB INVESTMENT PLANNING SERVICES LLC operates with the utmost transparency and adheres to all regulatory requirements. They have a clean record and have no disciplinary actions or complaints on their record.