Financial Planning is the process through which an advisor helps you understand your
financial goals and what steps are necessary to reach them. Financial Planning answers questions like:
How much do I need to save to support my income needs when I retire?
When should I begin taking my social security benefit?
Should I put money into my 401k or my child’s college fund?
Investment Management is a set of tasks advisors perform to help you keep the
investments you own in line with your overall financial objectives. Investment Management services help
you know:
Are my investments appropriate for my goals?
What changes should I make to my current portfolio?
Am I adequately diversified across asset classes and industries?
Risk Management is the approach that advisors use to help you protect yourself and
your family against unforeseen events. Risk Management answers questions including:
Would my family be ok if something happened to me?
Are my assets adequately protected against lawsuits?
What would happen if I couldn’t work in my current profession?
Estate and Tax Planning are more advanced services that your advisor can help you
address with assistance from other licensed professionals. These services help you address needs such as:
How can I make sure my children and grandchildren will use the money that I am leaving them
responsibly?
How should I manage my incentive stock options or business ownership?
What strategies can I use to reduce my estate tax burden?
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Fort Lauderdale
Our goal is to retire early and have the freedom to travel. Inside Analyst Search
made
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for us to find the perfect advisor for our situation.
Alyssa
Houston
As a young couple, our advisor makes sure we are doing the right things to secure our
financial future. Thanks to InsideAnalystSearch for helping us find him.
Leon T.
Tampa, FL
InsideAnalystSearch quickly connected me with an advisor who has helped our family
with
college and retirement planning as well as managing our investments.
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