Facet Wealth: Unbiased, Personalized Financial Advice for Every Facet of Life
Facet Wealth is a financial planning firm that offers unbiased, personalized financial advice for every facet of life. Founded in 2016 by two former Goldman Sachs investment bankers, Facet Wealth has quickly become one of the fastest-growing financial planning firms in the country.
Facet Wealth: Unbiased, Personalized Financial Advice for Every Facet of Life
Facet Wealth’s advisors are all certified financial planners (CFPs), which means they have met the highest standards of education and experience in the financial planning industry. Facet Wealth advisors are also fiduciaries, which means they are legally obligated to act in their clients’ best interests.
Facet Wealth offers a wide range of financial planning services, including:
- Retirement planning
- Estate planning
- College planning
- Investment management
- Tax planning
- Insurance planning
Facet Wealth’s services are available to clients of all income levels. The firm charges a flat annual fee that is based on the complexity of your financial situation.
Facet Wealth is a great option for anyone who is looking for unbiased, personalized financial advice. The firm’s advisors have the knowledge and experience to help you reach your financial goals, and their flat-fee pricing makes financial planning more affordable than ever before.
Here are some of the benefits of working with Facet Wealth:
- Unbiased advice: Facet Wealth advisors are not affiliated with any financial products or services, so they can provide you with unbiased advice that is in your best interests.
- Personalized planning: Facet Wealth advisors take the time to get to know you and your financial goals, so they can create a personalized financial plan that is tailored to your unique needs.
- Affordable pricing: Facet Wealth charges a flat annual fee that is based on the complexity of your financial situation. This makes financial planning more affordable than ever before.
If you are looking for unbiased, personalized financial advice, Facet Wealth is a great option. Contact the firm today to learn more about their services and how they can help you reach your financial goals.
Here are some additional details about Facet Wealth’s services:
- Retirement planning: Facet Wealth advisors can help you create a retirement plan that will help you reach your retirement goals. They can help you determine how much you need to save, what type of investments you should choose, and how to minimize your taxes.
- Estate planning: Facet Wealth advisors can help you create an estate plan that will protect your assets and ensure that your wishes are carried out after you die. They can help you create a will, a trust, and other estate planning documents.
- College planning: Facet Wealth advisors can help you save for college and pay for college without going into debt. They can help you choose the right college savings plan, create a college savings budget, and maximize your financial aid.
- Investment management: Facet Wealth advisors can help you invest your money for long-term growth. They can help you choose the right investments for your risk tolerance and investment goals.
- Tax planning: Facet Wealth advisors can help you minimize your taxes and maximize your tax deductions. They can help you file your taxes, choose the right tax-advantaged investments, and take advantage of tax breaks.
- Insurance planning: Facet Wealth advisors can help you choose the right insurance policies for your needs. They can help you compare insurance policies, find the best rates, and get the coverage you need.
Conclusion
Facet Wealth is a great option for anyone who is looking for unbiased, personalized financial advice. The firm’s advisors have the knowledge and experience to help you reach your financial goals, and their flat-fee pricing makes financial planning more affordable than ever before.
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