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SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you ...
A good financial planner will help guide you on all aspects of your financial life. This could involve the following: Developing strategies for retirement savings and investments
A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg: lawyer, accountant); or
A broker (Series 7) may also be a financial planner. Any advisor can say they are a financial planner; they do not have to hold the CFP (Certified Financial Planner) designation to do so. A financial adviser may create financial plans for clients or sell financial products, or a combination of both. They may also provide insight on savings. [3]
In fact, the Financial Industry Regulatory Authority … Continue reading → The post Financial Planner vs. Financial Advisor appeared first on SmartAsset Blog. Financial Planner vs. Financial ...