A financial advisor can help plan for retirement, build an investment portfolio, or budget to reach your financial goals. ; When hiring an advisor or planner, make sure to consider their specialties and certifications. ; Also consider how they charge: a flat fee, hourly rate, retainer, percentage of assets, or commission.
The first step to finding the right financial advisor is to figure out what sort of professional financial help you need.
Learn what a financial planner does, their benefits, and how they can help you achieve your financial goals. Find out more about financial planning services.
A financial planner is an advisor who helps clients manage their financial affairs and work toward their long-term financial goals. Many hold a professional designation.
When scanning the financial advisor landscape, a financial advisor and a financial planner are both very broad categories. Here are the differences.
A CFP® professional is a trusted financial advisor committed to acting in your best interests, so you can be confident you’re on the path to a secure future.
Finding a good financial advisor you can trust can be difficult. Here's how to get started.
Building an investment portfolio to achieve your short- and long-term investment goals. ; An estate plan to structure your assets in the most tax-effective way to ensure the protection and preservation of assets from one generation to the next. ; Life insurance to secure the financial well-being of your loved ones.
A Certified Financial Planner (CFP) has the knowledge, experience and ethics needed to offer sound financial advice to their clients.
Learn the differences between financial advisors and financial planners.