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How does WELDON AND WELDON FINANCIAL COACHING help clients – Key Takeaways:
WELDON AND WELDON FINANCIAL COACHING provides expert financial coaching services to individuals and businesses seeking to improve their financial well-being. From budgeting and debt management to investment strategies and retirement planning, the advisors at WELDON AND WELDON FINANCIAL COACHING offer personalized guidance and support to help clients achieve their financial goals.
Facts and Insights
Founded in 2008, WELDON AND WELDON FINANCIAL COACHING has been in the financial coaching industry for over a decade, amassing a wealth of knowledge and experience to assist their clients. The company boasts a team of highly qualified and experienced financial advisors who are dedicated to providing top-notch service to their clients.
As of 2020, WELDON AND WELDON FINANCIAL COACHING manages assets worth $50 million, and their team of advisors has a combined experience of over 50 years in the financial industry. This speaks to their credibility and track record of success in helping clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 12 years |
Financial Services Offered
WELDON AND WELDON FINANCIAL COACHING offers a wide range of financial services to help clients improve their financial health. These services include budgeting, debt management, investment strategies, retirement planning, tax planning, and more. Their team of advisors works closely with each client to develop personalized financial plans tailored to their specific needs and goals.
Client Types
WELDON AND WELDON FINANCIAL COACHING serves a diverse range of clients, including individuals, families, and small businesses. Their expertise and personalized approach make them a trusted partner for clients from all walks of life seeking to improve their financial well-being.
Fees & Compensation
WELDON AND WELDON FINANCIAL COACHING offers transparent and competitive fee structures for their services. The company charges a flat fee for financial coaching services, and their fees are based on the complexity of each client’s individual financial plan. This ensures that clients only pay for the services they need and receive high-quality, unbiased financial advice.
Background
The founders of WELDON AND WELDON FINANCIAL COACHING, brothers John and Michael Weldon, have over 25 years of combined experience in the financial industry. Their passion to help others achieve financial success led them to establish their own financial coaching firm, where they could use their expertise to make a positive impact on their clients’ lives.
Financial Advisor Disclosures to Know
As a registered investment advisor, WELDON AND WELDON FINANCIAL COACHING is required to provide full disclosure of any potential conflicts of interest that may affect their services. This includes any financial relationships with third-party providers, which may influence their recommendations to clients. The company takes these disclosures seriously and strives to maintain a high level of transparency in all their dealings.