About TOMASSI FINANCIAL PLANNING, LLC
TOMASSI FINANCIAL PLANNING, LLC is a leading financial planning firm that specializes in providing expert guidance and advice to clients seeking to achieve their financial goals. With years of experience and a team of dedicated advisors, TOMASSI FINANCIAL PLANNING, LLC has become a trusted and reputable source for financial planning services. The firm is committed to helping clients make well-informed and confident decisions when it comes to their finances.
How does the advisor help clients – Key Takeaways:
TOMASSI FINANCIAL PLANNING, LLC offers a wide range of financial planning services to help clients achieve their financial goals. With a thorough and personalized approach, the firm helps clients create a comprehensive financial plan that takes into account their current financial situation, future goals, and risk tolerance. The firm also provides ongoing support and guidance to ensure that clients stay on track to reach their financial objectives.
Facts and Insights
As a leading financial planning firm, TOMASSI FINANCIAL PLANNING, LLC has extensive experience and knowledge in various areas of finance. Here are some key facts and insights about the firm:
- Assets Under Management: Over $100 million
- Number of Advisors: 5
- Time in Business: Over 10 years
Financial Services Offered
TOMASSI FINANCIAL PLANNING, LLC offers a comprehensive range of financial planning services to help clients achieve their goals and secure their financial future. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
TOMASSI FINANCIAL PLANNING, LLC works with a diverse range of clients, including individuals, families, and small business owners. The firm understands that every client has unique financial goals, needs, and concerns, and it customizes its services to meet each client’s specific requirements.
Fees & Compensation
TOMASSI FINANCIAL PLANNING, LLC operates on a fee-only basis, which means that the firm does not earn any commissions from the products it recommends to clients. This ensures that the firm’s advisors remain unbiased and always act in the best interests of their clients. The firm’s fees are based on a percentage of the assets under management and are disclosed upfront to clients.
Background
The founding partner of TOMASSI FINANCIAL PLANNING, LLC, John Tomassi, has over 20 years of experience in the financial services industry. He holds a degree in finance from a reputable university and is a Certified Financial Planner™ (CFP®). He leads a team of experienced advisors who are dedicated to providing the highest level of expertise and service to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, TOMASSI FINANCIAL PLANNING, LLC is required to disclose any potential conflicts of interest to clients. The firm adheres to strict ethical standards and always puts its clients’ interests first. To learn more about the firm’s disclosures, clients can refer to the firm’s Form ADV, which is available on the SEC website.