How does the advisor help clients – Key Takeaways:
Winding Trail Financial Planning, LLC provides comprehensive financial planning services to help clients achieve their financial goals. The team of advisors at Winding Trail are all highly qualified and experienced in providing personalized financial solutions for each individual client. When working with Winding Trail, clients can expect the following key takeaways:
- Customized financial planning strategies to fit their unique needs and goals
- Expert guidance and support from a team of financial experts
- Access to a wide range of financial services and resources
- Holistic approach to financial planning, taking into account all aspects of a client’s financial life
- Continual monitoring and adjustments to their financial plan to ensure it remains in line with their goals and needs
Facts and Insights
Winding Trail Financial Planning, LLC was founded in 2005 and has since become a leading financial advisory firm, providing exceptional services to its clients. As of 2020, the firm has over $1 billion in assets under management and employs a team of 15 highly skilled financial advisors. With its proven track record and dedication to client success, Winding Trail has become a trusted partner for individuals, families, and businesses seeking expert financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 15 |
Financial Services Offered
Winding Trail Financial Planning, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Charitable giving
Client Types
Winding Trail Financial Planning, LLC serves a diverse group of clients, including individuals, families, and businesses. The firm’s approach to financial planning is tailored to the unique needs and goals of each client, ensuring that all clients receive personalized and effective financial solutions.
Fees & Compensation
At Winding Trail Financial Planning, LLC, the fee structure is transparent and straightforward. The firm charges a percentage of assets under management, with the rate decreasing as assets increase. This allows clients to see the value they are receiving for their fees and ensures that the firm’s interests are aligned with those of their clients. Winding Trail does not receive any additional compensation from third parties for recommending specific products or services, ensuring that all recommendations are made solely in the client’s best interest.
Background
Winding Trail Financial Planning, LLC was founded by a team of financial experts who shared a common goal – to help clients achieve financial success through personalized planning and expert guidance. The firm’s advisors hold various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This diverse background and expertise allow Winding Trail to provide a comprehensive range of financial services to its clients and adapt to their unique needs and goals.
Financial Advisor Disclosures to Know
As a fiduciary, Winding Trail Financial Planning, LLC is dedicated to always acting in the best interest of its clients. As such, the firm has a strict code of ethics and discloses any potential conflicts of interest to its clients. Additionally, the firm’s advisors are legally obligated to disclose any disciplinary actions or conflicts of interest that may affect their ability to provide unbiased financial advice.