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    What Does a Financial Advisor Do? - Investopedia

    • Let's say you want to retirein 20 years or send your child to a private university in 10 years. To accomplish your goals, you may need a skilled professional with the right licenses to help make these plans a reality; … See more

    Services Provided by Financial Advisors

    Financial advisors provide a variety of services to clients, whether that's providing trustworthy general investment advice or assisting in reaching a financial goal like investing i… See more

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    Financial Advisors and Personal Finance Questionnaires

    A financial advisor will work with you to get a complete picture of your assets, liabilities, income, … See more

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    Financial Advisors and Financial Planning

    The financial advisor synthesizes all of this initial information into a comprehensive financial plan that serves as a roadmap for your financial future. It begins with a summary o… See more

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    Financial Advisors and Investments

    It’s important for you, as the consumer, to understand what your planner recommends and why. You should not follow an advisor’s recommendations unquestioningly; it’s your money, an… See more

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