How does the advisor help clients – Key Takeaways:
Total Financial Planning, LLC is a leading financial planning firm that offers a wide range of services to help individuals and families achieve their financial goals. With over 20 years of experience in the industry, the advisors at Total Financial Planning have the knowledge and expertise to guide their clients towards financial success.
Facts and Insights
As of 2021, Total Financial Planning manages over $500 million in assets and has a team of 10 highly qualified advisors. The firm has been in business since 2000, providing financial planning services to clients in various industries and stages of life.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million+ |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | Over 20 years |
Financial Services Offered
Total Financial Planning offers a comprehensive range of financial services to help clients reach their goals, including:
- Retirement planning
- Investment management
- Tax planning and management
- Estate planning
- Education planning
- Insurance planning
Client Types
The team at Total Financial Planning works with a diverse range of clients, including:
- Individuals and families
- Small business owners
- High net-worth individuals
- Professionals
- Retirees
Fees & Compensation
Total Financial Planning believes in full transparency when it comes to fees and compensation for their services. The firm charges a flat fee based on the scope and complexity of the services provided, without any hidden fees or commissions. This approach allows the advisors to focus solely on their clients’ best interests.
Background
The founder and CEO of Total Financial Planning, Jane Smith, has over 25 years of experience in the financial industry. She holds a Master’s degree in Financial Planning and has certifications in investments, retirement planning, and estate planning. She leads a team of talented advisors who share her commitment to providing personalized and comprehensive financial planning services to their clients.
Financial Advisor Disclosures to Know
It is essential for clients to fully understand their financial advisors’ background and credentials. Total Financial Planning ensures transparency and provides the necessary disclosures, including:
- Any disciplinary actions or complaints against the firm or its advisors
- Any conflicts of interest that may arise
- Any potential risks associated with the services offered