Sentences with phrase «same as a financial planner»

While not the same as a financial planner, the account managers are pretty sharp and can help them get started.

Not exact matches

The same is true of financial advisers and financial consultants, if those are the titles that your broker uses, as well as financial planners and insurance agents who sell products on commission.

Financial planners talk about how much it will cost to fund your retirement until 90 (life expectancy) but the tragedy of life is we can not expect to be in the same condition at 90 as me being in the ripe age of 42.

While some financial planners may also manage investments, financial planning is not the same thing as investment management.

• Yes, consumers get the same discounts / deals / treatment / support / attention as professional financial planners, investment managers, etc..

Much like you rely on your financial planner as a professional to manage your stock portfolio you should do the same for your real estate holdings.

You should be doing the same level of research and due diligence when searching for a financial planner as you... read more»