How does the Advisor help Clients? – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers expert advice on retirement planning, tax planning, estate planning, and more
- Creates customized financial strategies based on each client’s unique goals and needs
- Uses a holistic approach to financial planning, taking into account all aspects of a client’s financial situation
- Regularly reviews and adjusts strategies to ensure they align with client’s changing circumstances
Facts and Insights
At WAKEFIELD FINANCIAL PLANNING, LLC, the primary goal is to help clients achieve financial security and success. By staying up-to-date on the latest market trends and utilizing advanced tools and research, the team at WAKEFIELD FINANCIAL PLANNING, LLC is able to provide expert advice and accurate insights to guide clients towards their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 10+ years |
Financial Services Offered
WAKEFIELD FINANCIAL PLANNING, LLC offers a wide range of financial services to help clients achieve their unique financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College savings planning
- Insurance planning and analysis
Client Types
WAKEFIELD FINANCIAL PLANNING, LLC serves a diverse client base, including:
- Individuals and families
- Small business owners
- Retail investors
- High-net-worth individuals
Fees & Compensation
WAKEFIELD FINANCIAL PLANNING, LLC follows a transparent fee structure, aligning its interests with those of its clients. The firm charges a percentage-based annual fee on assets under management, and also offers fee-only financial planning services. Clients can choose the fee structure that best fits their needs and goals.
Background
The team at WAKEFIELD FINANCIAL PLANNING, LLC is composed of highly experienced and qualified professionals with backgrounds in finance, accounting, and wealth management. Each advisor is committed to helping clients achieve financial success through personalized and comprehensive financial planning services.
Financial Advisor Disclosures to Know
WAKEFIELD FINANCIAL PLANNING, LLC adheres to strict ethical standards and is committed to providing transparent and honest financial advice to clients. The firm has no undisclosed disciplinary events or conflicts of interest that would impact its ability to act in the best interest of its clients.