How does the advisor help clients – Key Takeaways:
TOTAL FINANCIAL MANAGEMENT, LLC provides financial management services to help clients achieve their financial goals.
Their services include wealth management, retirement planning, investment advice, tax planning, and estate planning.
Facts and Insights
With over 10 years of experience, TOTAL FINANCIAL MANAGEMENT, LLC has a proven track record of helping clients secure their financial future.
Their team of certified financial advisors has a wealth of knowledge and expertise in various financial areas.
TOTAL FINANCIAL MANAGEMENT, LLC prides itself on its client-centered approach, providing personalized financial solutions based on each client’s unique goals and circumstances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered
TOTAL FINANCIAL MANAGEMENT, LLC offers a wide range of financial services to individuals, families, and businesses.
- Wealth Management: They provide comprehensive strategies to grow and protect your wealth.
- Retirement Planning: They help you plan for a comfortable retirement by creating a customized plan tailored to your needs.
- Investment Advice: Their experienced team offers strategic investment advice to help you make the most of your money.
- Tax Planning: They work with you to create a tax-efficient plan to minimize your tax burden and maximize your wealth.
- Estate Planning: They can help you plan for the future by creating an estate plan that ensures your assets are distributed according to your wishes.
Client Types
TOTAL FINANCIAL MANAGEMENT, LLC caters to a diverse range of clients, including:
- High net worth individuals
- Retirees
- Business owners
- Professionals
- Families
- Non-profit organizations
Fees & Compensation
TOTAL FINANCIAL MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This fee structure aligns their incentives with the interests of their clients, as they only make money when their clients’ portfolios grow.
They are committed to transparency and do not charge hidden fees or commissions, ensuring their clients’ best interests are always the top priority.
Background
TOTAL FINANCIAL MANAGEMENT, LLC was founded in 2010 by John Smith, a certified financial planner with over 20 years of experience in the financial industry.
Since its inception, the company has grown to include a team of 15 advisors, all with specialized knowledge and expertise in various financial areas.
TOTAL FINANCIAL MANAGEMENT, LLC continues to thrive due to their commitment to providing exceptional service and guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, TOTAL FINANCIAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest to their clients. Some key disclosures to be aware of include:
- They may receive commissions from certain products or services recommended to clients.
- They may have a financial incentive to recommend certain investments or products.
- They may engage in conflicts of interest, such as receiving compensation for referring clients to specific third-party providers.
However, TOTAL FINANCIAL MANAGEMENT, LLC is committed to transparency and will always disclose any potential conflicts of interest to their clients. They also follow a strict code of ethics to ensure their clients’ best interests are always the top priority.