Why should you choose a financial advisor?

Because of the ambiguity in the industry, you have to exercise caution to make sure you get the right financial advisor who meets your fiduciary and financial needs. That said, when you choose the right financial advisor for you, they can help you achieve your financial goals and financially protect your loved ones and their futures.

Who is considered a financial advisor?

Stockbrokers, insurance agents, tax preparers, investment managers, and financial planners can all be considered financial advisors. Estate planners and bankers may also fall under this umbrella. Still, an important distinction can be made: that is, a financial advisor must provide guidance and advice.

What are the different types of financial advisors?

Financial advisors go by many names: investment advisors, brokers, certified financial planners, financial coaches and portfolio managers. There are even financial therapists.