Financial planners who are properly licensed by the regulators are often carrying designation such as Independent Financial Adviser or Licensed Financial Planner as they are independent and do not represent any product or service providers, therefore, these financial planners are able to put their client best interest on the top as they will not have conflicting interests, hence making unbiased financial advice are no longer a pipe dream but reality.
Financial planners are an important part of maintaining a healthy financial status for a lot people around the world. Their effectiveness in creating better investment opportunities as well as teaching their clients to properly handle financial challenges and problems that they may encounter as they start participating in various avenues of investment.
There are a lot of people offering their services as financial planners or advisors, however only certified professionals should be trusted with sensitive financial information and can be relied upon to provide accurate advice and forecast that can be the difference in earning and losing cash every year.
A Financial Planner typically prepares financial plans for his or her clients. The kinds of services financial planners offer can vary widely. Ideal financial planners analyse every aspect of their clients' financial life — including saving, investments, insurance, taxes, retirement, and estate (inheritance) and help them develop a detailed strategy or financial plan for meeting all your financial goals.
Such ideal financial planners are independent, not tied to any bank, insurance or investment companies, and act wholly for the interest of their clients. They do not receive any commission for any financial products bought by the clients, these independent financial advisers only receive fixed fee for their service.
Financial planners are an important part of maintaining a healthy financial status for a lot people around the world. Their effectiveness in creating better investment opportunities as well as teaching their clients to properly handle financial challenges and problems that they may encounter as they start participating in various avenues of investment.
There are a lot of people offering their services as financial planners or advisors, however only certified professionals should be trusted with sensitive financial information and can be relied upon to provide accurate advice and forecast that can be the difference in earning and losing cash every year.
A Financial Planner typically prepares financial plans for his or her clients. The kinds of services financial planners offer can vary widely. Ideal financial planners analyse every aspect of their clients' financial life — including saving, investments, insurance, taxes, retirement, and estate (inheritance) and help them develop a detailed strategy or financial plan for meeting all your financial goals.
Such ideal financial planners are independent, not tied to any bank, insurance or investment companies, and act wholly for the interest of their clients. They do not receive any commission for any financial products bought by the clients, these independent financial advisers only receive fixed fee for their service.
from Choosing A Financial Planner
Questions and Answers - Blog http://ift.tt/1HVPYJ2
No comments:
Post a Comment