Financial Advisor Guide
Companies

1ST NAT'L FINANCIAL PLANNING CORP.

Phone 386-677-9557
Organization CRD 121002

About

<1ST NAT'L FINANCIAL PLANNING CORP.> is a highly regarded financial planning corporation with over 20 years of experience. Their team of expert advisors takes a personalized approach to help clients reach their unique financial goals. They offer a wide range of services, including investment management, retirement planning, tax planning, and estate planning. With a focus on building long-lasting relationships with their clients, <1ST NAT'L FINANCIAL PLANNING CORP.> provides ongoing support and guidance as their clients' needs evolve. They work with individuals and families, as well as high-net-worth individuals, business owners, retirees, and young professionals. As a fee-only advisor, <1ST NAT'L FINANCIAL PLANNING CORP.> always acts in the best interest of their clients. The corporation is registered with the SEC and has a clean disciplinary record. Overall, <1ST NAT'L FINANCIAL PLANNING CORP.> is a reputable and trustworthy choice for those seeking financial planning services.

Key Takeaways

  • <1ST NAT'L FINANCIAL PLANNING CORP.> provides personalized financial planning services tailored to the unique needs and goals of each client. - They offer a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. - The team at <1ST NAT'L FINANCIAL PLANNING CORP.> is dedicated to building long-lasting relationships with their clients, providing ongoing support and guidance as their financial needs evolve.

Assets, Advisors & Tenure

Assets Under Management
Number of Advisors:

Financial Services Offered

  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Social Security Planning
  • Education Planning
  • Insurance Planning
  • Business Succession Planning

Client Types

  • Individuals and families
  • High-net-worth individuals
  • Business owners and entrepreneurs
  • Retirees
  • Young professionals

Fees & Compensation

<1ST NAT'L FINANCIAL PLANNING CORP.> operates on a fee-only model, meaning they do not receive commissions for recommending certain products or investments. This ensures that their advice is always in the best interest of their clients. Fees are determined based on a percentage of assets under management.

Background

<1ST NAT'L FINANCIAL PLANNING CORP.> was founded in 1999 by a team of experienced financial advisors. They have since expanded to a team of 10 advisors, each with their own areas of expertise. The corporation is committed to continuous education and staying up-to-date with the latest industry developments in order to best serve their clients.

Disclosures

  • <1ST NAT'L FINANCIAL PLANNING CORP.> is a registered investment advisor with the Securities and Exchange Commission (SEC). - All advisors at <1ST NAT'L FINANCIAL PLANNING CORP.> are required to adhere to a strict code of ethics, including putting the interests of clients first. - The corporation has a clean record with no disciplinary actions taken against them. In conclusion, <1ST NAT'L FINANCIAL PLANNING CORP.> is a reputable financial planning corporation that offers personalized and comprehensive services to help clients achieve their financial goals. With a team of knowledgeable advisors and a commitment to putting clients first, they are a strong choice for individuals and families seeking financial guidance and planning.

Firm Facts

Primary Business Name
1ST NAT'L FINANCIAL PLANNING CORP.
Organization CRD
121002
Legal Name
1ST NAT'L FINANCIAL PLANNING CORP.