PLAN FOR IT FINANCIAL, LLC is a trusted financial firm that offers expert advice and services to clients looking to improve their financial well-being. Their team of experienced advisors works tirelessly to provide personalized solutions that help clients reach their long-term financial goals.
The firm was founded in 2010 and has over 10 years of experience in the financial services industry. They have a team of 15 dedicated advisors who work with a diverse range of clients, including individuals, families, business owners, retirees, and high net worth individuals. The firm manages over $500 million in assets and offers a wide range of services such as retirement planning, investment management, estate planning, tax planning, and insurance services.
As a fee-only firm, PLAN FOR IT FINANCIAL, LLC's fees are based on a percentage of assets under management, ensuring their interests are aligned with their clients' and they do not receive commissions for selling financial products. The firm is committed to transparency and provides full disclosure of fees and potential conflicts of interest. Additionally, there are no legal or disciplinary actions against the firm or its advisors in the past 10 years, and they adhere to a fiduciary standard, always putting their clients' best interests first.
In Summary:
Lennox Financial is a well-established financial institution that offers expert financial advice to clients. They have a team of experienced advisors who are dedicated to helping clients achieve their financial goals. With over 15 years in the industry and a strong reputation for excellence, Lennox Financial is a trusted name in the financial world.
Their services include investment management, retirement planning, tax planning, and estate planning, making them a one-stop-shop for all financial needs. They serve a diverse range of clients, including individuals, families, and businesses, and have a transparent fee and compensation structure that aligns their interests with the success of their clients.
The team at Lennox Financial is highly qualified and maintains a high level of professionalism and integrity in their work. As a registered investment advisor with a clean history, clients can trust that their investments are in safe hands.