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What Financial Advisors Do

In Our Own Words

Financial Advisors provide personalized financial advice and guidance to individuals, families, and businesses to help them achieve their goals and objectives. They can work independently or as part of an investment firm, bank, or other financial institution. 

Cradle to Grave

Cradle to Grave


  • Investment Management

    Financial Advisors recommend and manage investment portfolios tailored to their client's risk tolerance, time horizon, and financial goals.

  • Retirement Plans 

    Financial Advisors help people open retirement accounts (e.g. 401(k), IRA, Roth IRA, SIMPLE IRA), to create future withdrawal strategies to maximize income and reduce taxes during retirement. 
  • Financial Planning

    Financial Advisors asses your financial situation; income, expenses, assets, liabilities and goals. The aim of financial planning is to optimize financial resources, reduce financial stress, and help achieve financial security and independence.

  • Legacy & Estate Planning

    Financial advisors guide you through the process of preparing for the management and distribution of your assets after your death. This involves creating legal documents such as wills, trusts, and powers of attorney to protect your assets, minimize estate taxes, and provide clear instructions for the distribution of your estate. Legacy planning includes outlining your values, beliefs, and intentions to pass down non-material assets like family stories, values, and life lessons to future generations.


  • Tax Planning

    Financial Advisors cooperate with CPA's by evaluating your financial situation, income, investments, and expenses utilizing tax deductions, tax credits, and other tax saving strategies. The goal of tax planning is to legally reduce the amount of taxes you owe, ensuring you comply with tax laws while maximizing your after-tax income and wealth.


  • Education and Guidance

    Financial advisors expand and nurture the education and guidance they offer to clients, as it's reciprocally enriched by the unique insights and circumstances from each client. Every partnership is unique, like a snowflake, reflecting individual perspectives and financial situations. This continuous interaction with a diverse network of people, enhances their ability to educate and guide their clients through a broad range of topics.

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