AIS PLANNING is a highly reputable financial advisor with over 20 years of experience. They are dedicated to helping clients achieve their financial goals through personalized and comprehensive financial planning. Their services include evaluating a client's financial health, developing a tailored financial plan, ongoing monitoring and adjustments, educating clients on financial options, and transparent communication. Some impressive facts and insights about the company include managing over $500 million in assets, a team of 25 advisors, and a client retention rate of over 90%. They offer a wide range of financial services, including retirement planning, investment management, tax and estate planning, insurance services, and education funding. AIS PLANNING serves individuals, families, and businesses, operating on a fee-only basis with fees based on a percentage of assets under management. Their core values of integrity, professionalism, and personalization guide their approach to providing expert financial advice. It's important to note that they are a registered investment advisor, may receive commissions for insurance sales, and have relationships with certain third-party firms. In summary, as a trusted partner for financial stability and success, AIS PLANNING is a top choice for clients seeking expert financial guidance.
MIDWEST FINANCIAL PARTNERS: Expert Financial Advice for Clients
MIDWEST FINANCIAL PARTNERS is a reputable financial advisory firm known for providing personalized solutions to help clients reach their financial goals. With a team of experienced advisors and a strong emphasis on building relationships with their clients, they offer comprehensive guidance and ongoing support to ensure that clients are on track to achieving their desired outcomes. With over 15 years of experience and $500 million in assets under management, they offer a wide range of services including investment management, retirement planning, education planning, estate planning, tax planning, and insurance solutions. They cater to individuals, families, and businesses at different stages in their financial journey. Operating on a fee-based compensation structure, they prioritize transparency, trust, and integrity in their services. The founding members have decades of experience and have built the firm around a client-centric approach. Clients can access the firm's Form ADV on the SEC's website for full disclosure of any potential conflicts of interest or disciplinary actions taken against the firm or its advisors.
GRANITE PARTNERS is a reputable financial advisory firm that offers expert financial guidance and strategies to help individuals, families, and businesses achieve their financial goals. With a team of experienced advisors and specialists, they provide personalized solutions for services such as investment management, retirement planning, tax planning, and wealth management.
The firm operates on a fee-based structure, where their advisors are compensated through client fees, aligning their interests with their clients' best interests. GRANITE PARTNERS serves a diverse range of clients, including individuals, families, small businesses, and non-profit organizations.
The advisors at GRANITE PARTNERS undergo continuous education and training to stay updated with the latest trends and strategies in the financial industry. The firm values transparency and maintains open communication with their clients, ensuring their trust and confidence. As with any financial advisory firm, it is important to be aware of any potential conflicts of interest or legal disclosures, which GRANITE PARTNERS strives to disclose and manage in an ethical and honest manner.