Short and long-term financial planning is an important part of building a solid foundation for a strong financial future that cares for a variety of life events and requirements.
A professional financial planner serves his or her client by preparing a customized financial plan. It's important to understand that the level of services offered by financial planners will vary significantly.
What are the differences between a Financial Planner and a Financial Advisor?
The majority of financial planners are financial advisors, but not all financial advisers are financial planners. Many financial planners will evaluate all areas of your financial life including: saving, investments, insurance, taxes, retirement, and estate planning and help you develop a comprehensive, focused strategy or financial plan for meeting all your financial goals.
Others financial planners may only be able to recommend that you invest in a limited number of specific products, and often products that aren't securities.
Before you make the decision to engage any financial professional, you should be clear on the services you need, the specific services a financial professional can deliver, what services you are responsible for paying, how much those services cost, and how the financial adviser or financial planner will be compensated.
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