}
How does the advisor help clients – Key Takeaways:
- Acting as a financial expert, TOUCHSTONE FINANCIAL PLANNING provides comprehensive financial services to help clients achieve their financial goals.
- Through personalized financial planning, the advisor helps clients make informed decisions about their money and investments.
- With a professional and personalized approach, the advisor assists clients in creating a solid financial plan to secure their financial future.
Facts and Insights
TOUCHSTONE FINANCIAL PLANNING is a reputable financial advisory firm that specializes in providing personalized and comprehensive financial planning services to clients. Founded in 2005, the firm has been in business for over 15 years and has established a strong track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning
- Education planning
Client Types
TOUCHSTONE FINANCIAL PLANNING serves a diverse range of clients, including high net-worth individuals, families, and small business owners. The firm caters to clients with both simple and complex financial needs, providing personalized solutions to help them achieve their unique goals.
Fees & Compensation
TOUCHSTONE FINANCIAL PLANNING charges a fee based on a percentage of the assets under management for its investment management services. For financial planning and other services, the firm charges either a fixed fee or an hourly rate, depending on the complexity of the client’s needs. Transparency and fairness are at the core of the firm’s fee structure, and clients can expect a clear breakdown of all fees and expenses.
Background
The team at TOUCHSTONE FINANCIAL PLANNING is made up of highly experienced and qualified professionals, including Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and Certified Public Accountants (CPAs). With a combined experience of over 50 years, the advisors at the firm bring a wealth of knowledge and expertise to their client relationships.
Financial Advisor Disclosures to Know
TOUCHSTONE FINANCIAL PLANNING has a fiduciary duty to act in the best interests of its clients and always puts the clients’ interests ahead of its own. The firm fully discloses any potential conflicts of interest and is committed to providing transparent and unbiased advice to its clients.