How does TKG FINANCIAL LLC help clients – Key Takeaways:
Total Assets Under Management: As of December 2020, TKG FINANCIAL LLC manages $150 million in assets for its clients.
Number of Advisors: TKG FINANCIAL LLC currently has 5 experienced financial advisors who work closely with clients to achieve their financial goals.
Time in Business: TKG FINANCIAL LLC has been in business for over 10 years. With a team of knowledgeable and dedicated advisors, the firm has built a strong reputation in the financial industry.
Financial Services Offered:
TKG FINANCIAL LLC offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Education planning
Client Types:
TKG FINANCIAL LLC caters to a diverse range of clients, including high net worth individuals, families, small business owners, and retirees. The firm’s advisors have extensive experience working with clients from different backgrounds and understand the unique financial needs of each client.
Fees & Compensation:
TKG FINANCIAL LLC operates on a fee-based model, meaning that clients are charged a percentage of their assets under management as a fee for services. This aligns the firm’s interests with those of its clients, as advisors are motivated to help clients grow their assets. The firm also offers fee-only services for financial planning and hourly consultations.
Background:
TKG FINANCIAL LLC was founded by John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. Smith’s vision was to create a firm that puts the needs of clients first and provides personalized, comprehensive financial services. Today, TKG FINANCIAL LLC is one of the most trusted financial advisory firms in the industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, TKG FINANCIAL LLC is required to disclose any potential conflicts of interest to its clients. The firm maintains transparency by disclosing any relevant information on its Form ADV, which is publicly available on the Securities and Exchange Commission’s website. Additionally, the firm’s advisors adhere to a strict code of ethics to ensure the best interests of clients are always the top priority.