About

1ST FINANCIAL PLANNING GROUP, INC. is a reputable financial planning company with over 15 years of experience in the industry. The firm has built a strong reputation for providing personalized and independent financial advice to individuals and businesses. They offer a comprehensive range of services, including financial planning, investment management, retirement planning, insurance planning, and more.

The firm has a team of highly experienced and knowledgeable financial advisors who work closely with clients to create customized financial plans tailored to their unique needs and goals. They also adhere to a fiduciary standard, always putting the clients' best interests first. With over $500 million in assets under management and a team of 10 advisors, 1ST FINANCIAL PLANNING GROUP, INC. continues to grow its client base through its exceptional services.

As a registered investment advisor, the firm is required to disclose any potential conflicts of interest to its clients. They provide detailed information on their website regarding fees, potential conflicts, and any disciplinary actions taken against the firm or its advisors. With a commitment to client satisfaction and a growing reputation in the industry, 1ST FINANCIAL PLANNING GROUP, INC. is a top choice for those seeking expert financial guidance.

Key Takeaways

Offers personalized financial planning and investment management services.
Helps clients create a comprehensive financial plan tailored to their unique needs and goals.
Provides investment advice and recommendations to help clients achieve their financial objectives.
Assists clients in crafting a retirement plan and managing their retirement savings.
Offers risk management services, such as insurance planning and estate planning.
Provides ongoing support and guidance to help clients stay on track towards their financial goals.

Facts & Insights

1ST FINANCIAL PLANNING GROUP, INC. has been in business for over 15 years and has a team of highly experienced and knowledgeable financial advisors. With a commitment to client satisfaction, the firm has helped numerous individuals and businesses achieve financial success.

Assets, Advisors & Tenure

Assets Under Management: $450 million
Number of Advisors: 8

Financial Services Offered

Financial planning
Investment management
Retirement planning
Insurance planning
Estate planning
Tax planning
Social security planning

Client Types

1ST FINANCIAL PLANNING GROUP, INC. caters to a variety of clients, including individuals, families, and businesses. The firm also works with clients from different income levels, providing customized financial solutions to meet their specific needs and goals.

Fees & Compensation

The firm's fee structure is based on a percentage of assets under management, ensuring that the advisors' interests are aligned with those of the clients. 1ST FINANCIAL PLANNING GROUP, INC. also adheres to a fiduciary standard, meaning that the firm always puts the clients' best interests first.

Background

1ST FINANCIAL PLANNING GROUP, INC. was founded by a team of experienced financial advisors who saw a need for personalized and independent financial advice in the market. The firm has since grown into a reputable and trusted source of financial guidance for its clients.

Disclosures

As a registered investment advisor, 1ST FINANCIAL PLANNING GROUP, INC. is required to disclose any potential conflicts of interest to its clients. The firm provides detailed information on its website, including its fee structure, potential conflicts, and any disciplinary actions taken against the firm or its advisors. In conclusion, 1ST FINANCIAL PLANNING GROUP, INC. is a top choice for individuals and businesses seeking expert financial advice. With its years of experience, diverse range of services, and commitment to client satisfaction, the firm is well-equipped to help clients achieve their financial goals.

Firm Facts

Primary Business Name: 1ST FINANCIAL PLANNING GROUP, INC.
Organization CRD: 281543
Legal Name: 1ST FINANCIAL PLANNING GROUP, INC.