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About WEST FINANCIAL PLANNING
Incorporated in 2005, WEST FINANCIAL PLANNING is a leading financial planning firm that serves clients in both personal and business sectors. They specialize in customized financial solutions that align with their clients’ goals and objectives. Their team is dedicated to providing excellent customer service and building long-term relationships with their clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services.
- Offers a wide range of financial services.
- Focuses on building long-term relationships with clients.
- Strives to help clients achieve their financial goals and objectives.
Facts and Insights
WEST FINANCIAL PLANNING has a strong track record of helping clients achieve financial success. An analysis of publicly available data shows the following information:
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2015 | $100 million | 5 |
| 2016 | $120 million | 7 |
| 2017 | $150 million | 10 |
| 2018 | $200 million | 12 |
This steady growth is a testament to the firm’s ability to effectively manage their clients’ assets and provide sound financial advice.
Financial Services Offered
WEST FINANCIAL PLANNING offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance and risk management
- Education planning
- Business planning
Client Types
WEST FINANCIAL PLANNING serves a diverse group of clients, including:
- Individuals and families
- Small business owners
- Professionals and executives
- Retirees
- Trusts and estates
- Non-profit organizations
Fees & Compensation
WEST FINANCIAL PLANNING prides itself on providing transparent and reasonable fees for their services. Their fee structure is based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ interests. The firm also discloses all fees and compensation to their clients in writing, ensuring transparency and clear communication.
Background
The founder and CEO of WEST FINANCIAL PLANNING, John West, has over 20 years of experience in the financial industry. He holds multiple certifications and is a member of several professional organizations, including the Certified Financial Planner (CFP) Board of Standards and the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
To ensure transparency and ethical practices, WEST FINANCIAL PLANNING discloses any potential conflicts of interest, disciplinary actions, or legal proceedings that may impact their ability to meet their clients’ needs. This information is readily available to clients in their Form ADV, which is in line with the standards set by the Securities and Exchange Commission (SEC).
Overall, WEST FINANCIAL PLANNING stands out as a reputable and reliable financial advisor that puts their clients’ needs first. With their expertise and dedication to excellent customer service, they are an excellent choice for anyone seeking financial planning services.