Not that one that immediately came to mind! The one that applies to the world of investments and investment advice. The word I am referring […]
Wealth management has become a set of buzzwords that financial advisors use when they sell investment and insurance products. It certainly sounds good. Consequently, you […]
Financial planners provide a number of planning services that help you manage your financial life. Financial security is the number one goal for planners, but college, […]
Financial planners provide various types of planning services (personal, college, retirement, estate, charitable). The combination of services varies by financial planner expertise.
Financial advisors are focused […]
There are hundreds of thousands of advisors, sales representatives, and insurance agents who claim to be financial planners. Planning by legitimate planners is one of […]
You bet they can and they do. I checked the legality of the claim with FINRA, the SEC, and California (my state of residence) to […]