Investment advisors and financial planners focus on a specific
piece of your financial situation.
Not exact matches
In a perfect
situation — perfect as in market health,
financial status, and the ability to own property — it'd be a no - brainer to own a home or any other
piece of property for business.
So having to simply throw one away and repurchase another pricey
piece of baby furniture can be a burden on any family no matter the
financial situation.
This mailing
piece is not intended to be, nor should it be construed as, an offer to sell or a solicitation
of an offer to buy securities, nor should it be construed as the provision
of any investment - related advice or services tailored to any particular individual's
financial situation or investment objective (s).
In a nice
piece on Forbes today, attorney Robert W. Wood
of Wood LLP explains how to structure an attorney - accountant relationship in order to keep the accountant's knowledge
of a potentially - sketchy
financial situation part
of the attorney - client privilege.