The 1953 Group
Financial Planning
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Who We Serve
Why Financial Planning?
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Discovery Call
FAQ
Ask us anything. Here's a start.
The questions prospective clients ask most — answered the way we'd answer them across the table.
About working with us
What happens on a discovery call?
What's the difference between working with you as an advisor vs. a planner?
Do I need a certain amount of assets to work with you?
How often will we meet?
How we're structured and paid
How are you compensated?
What does your affiliation with Prudential Advisors and LPL Financial mean for me?
Are you fiduciaries?
About the team
Why "1953"?
Will I work with one person or the whole team?
What if I already have an advisor?
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