FAQ

Want the Who-What-Where on Longenecker Financial Services? Below are the most commonly asked questions about our firm. And if you have a different question for us, please contact us.

How many families/households are you currently helping to achieve their financial goals?
350

How often do you meet with your clients?
This is addressed on a case-by-case basis. Some clients meet every month, leaning on us to help them in nearly every financial decision they make such as saving for major purchases, planning for retirement, and other life changes. Others want to meet periodically to review their portfolio.

What is an advantage to being an independent financial advisor?
As an independent financial advisor we own our own business and clients. We are free to choose from a wide variety of investment products and we’ll always have a face to put to a name with personal interactions.

How are you paid? How are fees assessed?
Fee-based asset management model. In this scenario, our compensation is thoroughly explained and transparent to our clients.

What type of software do you utilize to help me meet my financial goals?
Recently we implemented EmX. We are really excited about this software as it allows the advisor and client to work together simultaneously. It also allows us to build a financial plan, track investments, project retirement income, and much more.

How do we get started?
Contact us for a meeting to find out if Longenecker Financial Services is for you.