Скачать или смотреть Financial Planning in Stamford CT - Best Financial Planning

Financial Planning in Stamford Connecticut - Top Financial Planning
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Financial Advisors Diddel & Diddel -
102 Southfield Avenue
Stamford, CT 06902
(203) 708-9033

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The Many Roles of a Financial Advisor
A financial advisor is the financial planning partner. Let's say you need to retire in 20 years or send your child to a private university in 10 years. To complete your goals, you may want a skilled professional with the right licenses to help make these plans a reality; that is where a financial advisor comes in.


Together, you and your advisor will cover many topics, including the quantity of money you must save, the kinds of accounts you need, the types of insurance you need to have (including long-term care, term life, disability, etc.), and estate and tax planning.


The financial advisor is also an educator. Part of the advisor's task is to assist you know what is associated with meeting your future goals. The education process may include detailed assistance with financial topics. At the start of one's relationship, those topics may include budgeting and saving. As you advance in your knowledge, the advisor will assist you in understanding complex investment, insurance, and tax matters.



Financial Advisors and Investments
It's essential for you, as the customer, to know what your planner recommends and why. You ought not blindly follow an advisor's recommendations; it's your money, and you must know the way it's being deployed. Keep a detailed eye on the fees you are paying—both to your advisor and for any funds bought for you.

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