1 / 2

The Difference Between - Financial Advisor and Financial Planner

Financial planners and financial advisors spelled differently but sound similar, that is why their duties<br>also coincide with one another. Financial advisors also include financial planning along with other chores whereas financial planners only deal with a specific area of planning.<br>

andrewwatsonwilmette
Télécharger la présentation

The Difference Between - Financial Advisor and Financial Planner

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Watson Financial Associates – The Difference Between Financial Advisor and Financial Planner Financial planners and financial advisors spelled differently but sound similar, that is why their duties also coincide with one another. Financial advisors also include financial planning along with other chores whereas financial planners only deal with a specific area of planning. A financial advisor oversees the entire financial aspect of the individual or company. Andrew Watson Wilmette is specialized in financial investments, assets planning, planning for retirements, tax management, and debt repaid. People chose their financial planner and advisor according to their needs. Every person has different financial status and different needs so they go for different choices that meet their financial goals. Some people need a financial advisor for the entire wealth management program that includes investment, insurance terms, tax management, and debt management whereas some only need a financial planner who enables them to get out of the debt. A financial planner also plans for retirement and education funding. Both of them have distinct fields and thus different licenses and certificates. Before you are

  2. hiring a financial advisor of the planner it is most important to assess your needs and priorities which meet the respective designations. Thus, you can Cleary make your decision according to your requirements. Watson Financial Associatesis a team of financial advisors who are licensed and have years of experience. They are expert in their work field. Both the financial advisor and planner understand your needs and according to that plans for your financial requirements. Everyone grows with different financial needs and they have different goals so the financial advisor plans different strategy which is grounded on the source of income, needs, budget, and expenditures. A wide area is covered under the financial advisor, he will plan every sector of yours which is related to finance.

More Related