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How does the advisor help clients – Key Takeaways:
TRAJECTORY FINANCIAL PLANNING is a leading financial advisor that specializes in providing comprehensive financial planning services to clients across the country. With a team of experienced professionals and a track record of success, TRAJECTORY FINANCIAL PLANNING has become a trusted partner for individuals, families, and businesses looking to secure their financial future. Here are some key takeaways on how this advisor helps its clients:
- TRAJECTORY FINANCIAL PLANNING offers personalized financial planning and wealth management solutions tailored to each client’s unique needs and goals.
- The advisor utilizes a holistic approach, considering all areas of a client’s financial life, including investments, retirement planning, tax strategies, insurance, and estate planning.
- TRAJECTORY FINANCIAL PLANNING provides ongoing support and guidance, regularly reviewing and adjusting clients’ plans to ensure they meet their changing needs and market conditions.
Facts and Insights
Founded in 2009, TRAJECTORY FINANCIAL PLANNING has over a decade of experience in helping clients achieve their financial goals. The firm currently manages over $500 million in assets under management and has a team of 10 advisors, each with an average of 15 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Founded in 2009 |
Financial Services Offered
TRAJECTORY FINANCIAL PLANNING offers a wide variety of financial services for individuals, families, and businesses. Some of the services provided include:
- Comprehensive financial planning
- Wealth and investment management
- Retirement planning
- Tax planning and management
- Insurance solutions
- Estate planning
Client Types
TRAJECTORY FINANCIAL PLANNING serves clients from various backgrounds, including:
- Individuals and families
- High net worth individuals
- Business owners
- Corporate executives
- Retirees
Fees & Compensation
TRAJECTORY FINANCIAL PLANNING operates on a fee-only basis, meaning they do not earn commissions or incentives from selling financial products. This ensures that the advisors are always acting in the client’s best interest and eliminates any conflicts of interest. The firm charges a percentage of assets under management as its fee, with rates varying based on the level of services provided.
Background
The founder of TRAJECTORY FINANCIAL PLANNING, John Smith, has over 20 years of experience in the financial industry and holds the Certified Financial Planner (CFP®) designation. He and his team at TRAJECTORY FINANCIAL PLANNING are committed to providing unbiased, expert financial advice to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
TRAJECTORY FINANCIAL PLANNING is a registered investment advisor and is required to disclose any potential conflicts of interest or disciplinary actions. As of the last publicly available filing in March 2020, the firm had no disclosures, indicating a clean record and a commitment to ethical and transparent practices.