Services Provided by a Financial Advisor
In Today’s video we discuss the lesser known services provided by a Financial Advisor.
Most people are aware that a financial advisor provides the two services of financial planning and investment portfolio management (investment advisory). However, included in the advisory relationship are a number of additional services important to the financial health of the individual and family. Generally, if it has a number associated with it, the financial advisor can be there to present options, evaluate priorities, and to offer valuable advice.
Some examples of these services are:
- The creation of college savings plans
- Retirement Planning
- Advice related to estate planning
- Advice related to tax planning
- Retirement account rollovers
- Change of employment
- Starting a new business
- Insurance protection
- Cash flow planning
- Special events such as weddings, funerals and elderly care
In order to receive the best and most unbiased advice possible, we recommend you engage a financial advisor who carries the CPA/PFS designation and who is also a Registered Investment Advisor (RIA).
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Todd E. Frank, CPA/PFS, MBA is the President and CEO of Frank Financial Advisors, a Registered Investment Advisory Firm (RIA) serving clients nationwide from our headquarters in Carlsbad, San Diego, California. As an RIA, Frank Financial Advisors is able to offer truly independent, fee-only financial advisory services.
