Posts Tagged financial planner
Is Your Bank Or Broker Your Financial Planner?
Till now most investors used to focus purely on making investments into various instruments, like Mutual Funds, Insurance, Gold, etc. This was hardly ever backed by a thought on financial planning. Now, however, a lot of them seek to create a financial plan which guides them on how much to save and helps them select the right investment instrument to channelise their savings in. This is done after a detailed study of their existing investments, income, expenses and risk profile.
Financial planning has become quite a buzzword today.
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What Makes The Best Financial Planner Really Worth His Salt
The best financial planner is probably one’s best friend in this area and related concerns. It is therefore essential that one be honest in sharing personal and financial information to allow the professional to do his or her job well. As financial planning is about attaining goals set in the future, it does not bode well if one holds back essential facts which may cause plans to go askew.
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