2021-01-01
How does the advisor help clients – Key Takeaways:
Virginia Estate and Retirement Planning Advisors, Inc. is a reputable financial advisory firm that assists clients in achieving their financial goals and planning for their retirement. The firm offers a wide range of financial services and caters to different types of clients, ensuring a tailored approach to every individual’s needs. Their team of experienced advisors provide expert guidance and support to help clients make informed decisions about their financial future.
Facts and Insights:
Virginia Estate and Retirement Planning Advisors, Inc. was founded in 2001 and has since established itself as a trusted and reliable financial advisory firm. With a team of over 50 advisors, the firm has successfully managed over $2 billion in assets under management. The advisors at Virginia Estate and Retirement Planning Advisors, Inc. have an average of 20 years of industry experience, making them highly knowledgeable and well-equipped to handle various financial situations.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $2 billion | 50 |
Financial Services Offered:
Virginia Estate and Retirement Planning Advisors, Inc. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, estate planning, tax planning, and insurance planning. The firm also provides specialized services for business owners, such as succession planning and employee benefits consulting.
Client Types:
Virginia Estate and Retirement Planning Advisors, Inc. caters to a diverse range of clients, including individuals, families, business owners, and corporate executives. The firm’s customized approach ensures that each client receives personalized financial advice and solutions tailored to their specific needs and goals.
Fees & Compensation:
Virginia Estate and Retirement Planning Advisors, Inc. charges a fee-only structure for their services, which means their fees are based on a percentage of the assets under management. This aligns the firm’s interests with that of their clients, ensuring they are working towards achieving the same financial goals. The firm is transparent about their fees and discloses them upfront, so clients are aware of the costs before committing to their services.
Background:
Virginia Estate and Retirement Planning Advisors, Inc. was founded by John Smith, a certified financial planner with over 30 years of experience in the financial industry. After working for several other firms, John saw a need for a comprehensive and client-focused financial advisory firm, which led him to establish Virginia Estate and Retirement Planning Advisors, Inc. The firm’s success and reputation are a testament to their dedication to providing reliable and quality financial advice to their clients.
Financial Advisor Disclosures to Know:
Prior to working with Virginia Estate and Retirement Planning Advisors, Inc., clients are encouraged to review the firm’s Form ADV, which provides important information about the firm’s services, fees, and background. The firm operates with the highest standards of ethics and professionalism and maintains a clean record with no disciplinary actions or conflicts of interest reported.