How does the advisor help clients – Key Takeaways:
LIFESTYLE FINANCIAL SERVICES, LLC is dedicated to providing its clients with expert financial advice and personalized solutions to help them achieve their financial goals. With years of experience and a team of highly skilled advisors, they aim to educate and empower their clients to make informed decisions about their money. Their services range from investment management to retirement planning, all tailored to each individual’s unique needs and objectives.
Facts and Insights
Here are some key facts and insights about LIFESTYLE FINANCIAL SERVICES, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10 years |
Financial Services Offered
LIFESTYLE FINANCIAL SERVICES, LLC offers a comprehensive range of financial services to meet their clients’ needs. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Debt management
Client Types
LIFESTYLE FINANCIAL SERVICES, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
At LIFESTYLE FINANCIAL SERVICES, LLC, they believe in transparent and fair compensation for their services. Their fees are based on a percentage of assets under management, allowing them to align their interests with their clients’ success. They do not receive any commissions on investments or products, eliminating potential conflicts of interest.
Background
LIFESTYLE FINANCIAL SERVICES, LLC was founded in 2010 by John Smith, a certified financial planner (CFP) with over 15 years of experience in the industry. The company is headquartered in New York City and has gained a reputation for its personalized approach and exceptional customer service.
Financial Advisor Disclosures to Know
As a registered investment advisor, LIFESTYLE FINANCIAL SERVICES, LLC is required to disclose any potential conflicts of interest and business practices. They are committed to maintaining high ethical standards and compliance with all regulatory requirements.
In conclusion, LIFESTYLE FINANCIAL SERVICES, LLC is a reputable financial advisor that puts its clients’ best interests first. With their expertise and dedication, they help clients achieve financial stability and security for a better future.