Facet Financial: Revolutionizing Financial Planning

Facet Financial, a leading SEC-Registered Investment Advisor (RIA), is transforming the financial planning industry. Established in 2016, Facet has rapidly expanded to serve over 18,000 clients and manage assets worth more than $2 billion.

Comprehensive Financial Advice Tailored to You

Facet’s mission is to enrich lives by setting a new standard in financial advice. They offer comprehensive financial services that cover all aspects of life, from entrepreneurship and real estate to family planning. Facet’s financial planning is designed for every aspect of your financial life - family, career, investments, retirement, and beyond.

Unbiased, Affordable Financial Planning

Facet is committed to providing unbiased financial advice from a team of CERTIFIED FINANCIAL PLANNER® professionals. They operate on a flat fee membership model, with no product sales, commissions, or hidden costs. This ensures that the advice you receive is in your best interest.

Cutting-Edge Technology for Personalized Financial Planning

Facet places technology at the core of its client experience. Clients have real-time access to their financial data and direct access to financial experts across various fields. This combination of technology and human expertise delivers a unique, personalized financial planning experience.

A Community of Financial Thought Leaders

Facet has cultivated a community of clients and thought leaders who choose Facet for its expert guidance and support. Facet’s service is often described as a partnership to navigate the business of life.

Conclusion

Facet Financial is a trailblazer in the financial planning industry, offering comprehensive, full-service financial planning. With its unique blend of technology and human expertise, Facet is empowering individuals and families to thrive in all aspects of their financial lives. Whether you’re just starting your financial journey or looking to optimize your financial outcomes, Facet offers a personalized and affordable solution.

Disclaimer: The information provided in this article is for educational purposes only and does not constitute financial advice. I am not a financial advisor. Always consult with a qualified financial advisor regarding your personal financial situation.

 


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