How does the advisor help clients – Key Takeaways:
TOEWS CORPORATION is a reputable financial firm that specializes in providing expert financial advice to clients. With a team of experienced professionals, the firm offers a wide range of services and caters to various client types, providing tailored solutions based on their unique financial goals and needs.
Facts and Insights
Founded in 2009, TOEWS CORPORATION has been in business for over a decade, gaining valuable experience and expertise in the financial industry. The firm currently manages assets worth over $1 billion and has a team of 20 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20 | Over 10 years |
Financial Services Offered
TOEWS CORPORATION offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, estate planning, risk management, and more. This allows the firm to provide clients with holistic financial solutions to help them achieve their short-term and long-term financial goals.
Client Types
The firm serves a diverse range of clients, including individuals, families, high-net-worth individuals, and business owners. Whether a client is just starting on their financial journey or has an extensive portfolio, TOEWS CORPORATION has the expertise to cater to their unique needs and help them reach their financial goals.
Fees & Compensation
TOEWS CORPORATION is a fee-only advisor, which means they do not earn commissions or receive compensation from third parties. Instead, they charge a fee based on the services provided and AUM fee for investment management services. This fee structure ensures that the advisors are always acting in the best interest of the clients and aligns their goals with the clients’ goals.
Background
The advisors at TOEWS CORPORATION have diverse backgrounds, with expertise in various areas of financial planning and investing. This allows them to approach each client’s financial situation with a well-rounded perspective and provide customized solutions that go beyond the traditional cookie-cutter approach.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest or disclosures. TOEWS CORPORATION is committed to transparency and provides all necessary disclosures to clients. Some key disclosures to know include:
- TOEWS CORPORATION acts as a fiduciary, meaning they are legally obligated to put the clients’ interests above their own.
- The firm may receive referral fees from third-party providers, but this will be disclosed to the client beforehand.
- TOEWS CORPORATION may have affiliations with certain investment companies or products, but clients are not required to invest in them.
Overall, TOEWS CORPORATION is a reputable financial advisor that puts the clients’ interests first and provides comprehensive services to help clients reach their financial goals. As with any financial decision, it is important for clients to do their own research and determine if TOEWS CORPORATION is the right fit for their needs.