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ASSIST FP
Assist FP provides financial planning and investment management for high earning millennial business owners who want to organize cash flow, reduce taxes, and...
Overview
Assist FP provides financial planning and investment management for high earning millennial business owners who want to organize cash flow, reduce taxes, and invest better. Services are virtual and aimed at online business owners and young families. The firm builds personalized financial plans that align business finances with household finances and offers ongoing wealth management after a plan is completed.
General information
Firm type
RIA
Year founded
2021
Principals
Justin Green
Certified Financial Planner
Frequently asked questions
What is the wealth origin behind ASSIST FP?
The source of capital for ASSIST FP has not been publicly disclosed. Without official communications or independent reporting attributing the wealth to a specific family branch or individual, the origin remains unknown.
What sectors does ASSIST FP focus on?
No sector focus has been disclosed by the firm or reported by external sources. ASSIST FP's portfolio holdings and target industries are absent from public records.
Where is ASSIST FP headquartered?
No office location has been published for ASSIST FP. The firm does not list an address on its website or in any known databases, leaving its geographic footprint unconfirmed.
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