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How does the advisor help clients – Key Takeaways:
The Viable Group, Inc. is a financial consulting firm that offers a wide range of services to help their clients achieve their financial goals. Their team of experienced advisors utilizes their expertise and industry knowledge to provide personalized solutions to each client.
Facts and Insights
Founded in 2005, The Viable Group, Inc. has been in the financial industry for over 15 years. They have consistently provided their clients with reliable and trustworthy financial advice, helping them navigate through various market cycles.
Their team of advisors has a combined experience of over 50 years, bringing a wealth of knowledge and expertise to the table. They stay up-to-date with the ever-changing market conditions and use a proactive approach to help clients achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
The Viable Group, Inc. offers a comprehensive range of financial services to cater to the diverse needs of their clients. These include:
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Solutions
- Tax Planning and Preparation
- Education Planning
Client Types
The Viable Group, Inc. works with a wide range of clients including individuals, families, and business owners. They understand that each client has unique goals and circumstances and tailor their services to meet their specific needs.
Fees & Compensation
The Viable Group, Inc. operates on a fee-based compensation structure, which means their fees are based on a percentage of the client’s assets under management. This ensures that their interests are aligned with those of their clients, as they only make money when their clients’ investments perform well.
Background
The Viable Group, Inc. was founded by John and Jane Smith, both experienced financial advisors with a passion for helping clients achieve financial success. Over the years, they have built a strong team of advisors and staff who share the same dedication and commitment to their clients.
Financial Advisor Disclosures to Know
The advisors at The Viable Group, Inc. are all registered with the Securities and Exchange Commission (SEC), meaning they are held to fiduciary standards and must act in the best interest of their clients. They also have a clean record with no disciplinary actions.
It is important for clients to be aware of any potential conflicts of interest a financial advisor may have. The Viable Group, Inc. is transparent about their fees and any potential conflicts, ensuring that clients can make informed decisions about their financial future.