Personalized financial planning with customer service that won’t be beat.
We strive to provide trustworthy, competent advising while building and growing long-term relationships with each of our clients. We do all of this to the highest standard of quality to give you the service you want, need, and deserve.
Certified Financial Planning in two minutes
Make Informed Decisions
As a private, independently owned and operated firm, we strive to create an atmosphere of open communication, familiarity, and trust. We continually seek ways to better serve you, and remain committed, year after year, to helping you find the best use of your resources.
Our goal is to:
Help you organize and understand your current financial situation
Help you profile your financial future
Help you use your financial resources in a manner that best serves your financial needs and wishes
Help you protect and grow your assets
WE WORK FOR YOU:
We are independent advisors, not employees of a bank, insurance or investment company. Our Financial Planning and Investment Management services are strictly fee based, not commission or transaction oriented. We earn our paycheck by serving you, the client.
You'll work with the same advisor every time, year-in and year-out. We feel our clients benefit from this as it allows the advisor to accumulate an ever growing base of knowledge and experience regarding your personal financial situation and preferences.
WHY CHOOSE US?
The principles upon which we have built, and continue to operate our company, are as follows:
Always serve the best interests of the client
Provide consistent, results driven advice
Give each client the personal service they expect and deserve
Maintain a high standard of excellence within our profession
Many advisors with our experience require those they work with to have minimum portfolios of $500,000, and often times more. At LongView, if you're serious about your financial future, and there's something of value we can offer you, the current value of your portfolio won't be a barrier to us creating a working relationship.
Have A Plan
With a solid understanding of your current financial position, and well defined goals and time horizons in place, you now have a solid foundation upon which you can make informed decisions about your financial future.
We believe that once you have thoroughly reviewed your current financial situation and defined your financial goals and obligations, to best achieve long-term investment success, portfolio construction and maintenance efforts should focus on 3 main areas:
Why Choose Us?
Longview Inc. promises to deliver on knowledge, experience, and attention to detail at a higher
level than any of our competitors. As certified financial planners, we have a fiduciary duty to act
in your best interests. When you work with us, you’re more than just a number.
WHY IT MATTERS
Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP® Board can display the CFP® certification marks. When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical.
This standard requires RIAs to serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser - consciously or unconsciously - to render advice which was not in the best interest of the client.
Can you tell me about your Financial Services?
LongView, Inc. is a Central Florida based Registered Investment Advisor (RIA) dedicated to providing clients with comprehensive, unbiased financial planning and investment management services. Our firm specializes in personalized financial planning with and expert customer service. No other firm in Longwood or the surrounding areas offers you more detail-oriented, knowledgeable service for all of your investment and financial planning needs!
As Registered Investment Advisors, we have a fiduciary duty to always act in your best interests.
Our goal is to provide trustworthy and competent financial advice while building a long-term relationship with each of our clients. We do all of this to the highest standard of quality to give you the service you want, need, and deserve. Our team certified financial planners help you define your financial objectives, then craft and carry out an investment strategy that’s tailored to your specific needs.
We regularly monitor and re-evaluate your investments to determine their ongoing suitability, and balance your portfolio as necessary to
maintain appropriate diversification. We offer expert one-on-one guidance to help you achieve your financial goals and more! You simply won’t find more responsible and personal financial planning anywhere else! Our job is to give you a clear picture of your financial
position, help you build your wealth, and deliver peace of mind!
Where are you located?
We are located in Longwood, Florida and can help with any and all financial planning, investment, and tax needs. No Financial Planning firm in all of Florida offers you more detail-oriented, knowledgeable service for all of your tax prep and accounting needs. Give us a call or reach out through one of our contact boxes to get more information on how we can help you with your financial portfolio.
Why should I choose Longview, Inc?
As a private, independently owned and operated firm, we strive to create a memorable experience with open communication, familiarity, and trust that a company with hundreds or thousands of employees simply cannot offer you. Establishing the relationship is just the beginning as we continually seek ways to better serve you, and remain committed, year after year, to helping you find the best use of your resources.
What is a RIA Fiduciary Standard?
As Registered Investment Advisors, we have a fiduciary duty to always act in your best interests. A Registered Investment Advisor (RIA) must adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940. This standard requires RIAs to serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser - consciously or unconsciously - to render advice which was not in the best interest of the client.
What's a Certified Financial Planner?
CFP, certified financial planner and the CFP Flame Logo are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning. Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four Es,” and they are four important reasons why the financial planning practitioner you select should display the CFP certification marks.
Why are the CFP Certification Requirements Important?
Most people think that all financial planners are "certified," but this isn’t true. Anyone can call himself or herself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP certification marks. When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP certification provides that sense of security by allowing only those who meet the following requirements the right to use the CFP certification marks.
CFP Certification Requirements
Education: CFP professionals must develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college or university offering a financial planning curriculum approved by CFP Board. Other options for satisfying the education component include submitting a transcript review or previous financial planning-related course work to CFP Board for review and credit, or showing the attainment of certain professional designations or academic degrees.
Examination: CFP practitioners must pass a comprehensive two-day, 10-hour CFP Certification Examination that tests their ability to apply financial planning knowledge in an integrated format. Based on regular research of what planners do, the exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Experience: CFP professionals must have three years minimum experience in the financial planning process prior to earning the right to use the CFP certification marks. As a result, CFP practitioners possess financial counseling skills in addition to financial planning knowledge.
Ethics: As a final step to certification, CFP practitioners agree to abide by a strict code of professional conduct, known as CFP Board’s Code of Ethics and Professional Responsibility, that sets forth their ethical responsibilities to the public, clients and employers. CFP Board also performs a background check during this process, and each individual must disclose any investigations or legal proceedings related to their professional or business conduct.
How does CFP Board’s Code of Ethics Benefit me?
Through the Code of Ethics, CFP practitioners agree to act fairly and diligently when providing you with financial planning advice and services, putting your interests first. The Code of Ethics states that CFP practitioners are to act with integrity, offering you professional services that are objective and based on your needs. They are required to provide you with information about their sources of compensation and conflicts of interest in writing.
Ongoing Certification Requirements
Once certified, CFP practitioners are required to maintain technical competence and fulfill ethical obligations. Every two years, they must complete a minimum 30 hours of continuing education to stay current with developments in the financial planning profession and better serve clients. Two of these hours are spent studying or discussing CFP Board’s Code of Ethics or Practice Standards. In addition to the biennial continuing education requirement, all CFP practitioners voluntarily disclose any public, civil, criminal or disciplinary actions that may have been taken against them during the previous two years as part of the renewal process.