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3 Types of Financial Service Offerings

If you’re looking to find a financial advisor who can help you meet your financial goals, you should first find the one with whom you see yourself working with for a long time. It’s important to note that not all of them can give you everything you may need, such as services that are related to investment management, financial planning, retirement planning, estate planning, wealth management, and many more.

To find the best financial advisor who could address your unique needs, you need to know the type of financial advice and services that your prospective financial advisor should provide.




What are the 3 Main Types of Financial Service Offerings?

Financial Planning

Financial planning is a service that doesn’t limit its focus to your investments alone. It also covers the other key aspects of your financial life. These include the type of insurance you require or how much money you want to save. This type of service allows you to define your financial goals and lay out a plan of action that outlines the specific steps needed to achieve these goals.

Investment Advisory Services

You’ll need a financial advisor who can provide you with investment advisory services if you want to focus more on financial decisions geared towards managing your investments. Also, you should focus on the type of investments you wish to own in specific accounts. Keep in mind that the best kinds of investments are only chosen as a part of a continuing financial plan.

Retirement Income Planning

This type of financial service offers a solution to coordinating your taxes, investments, retirement date, pensions, and social security. This helps align your financial future with a retirement paycheck for the rest of your life.




Do You Need More Information About Investment Management?

If you want to know more about investment management and other types of financial services, schedule an appointment with the experts at 1897 Advisors.

© 2020 by 1879 Advisors® which is the marketing name used by Bruderman Asset Management, LLC, an investment adviser registered with the SEC and which provides investment advisory products, and its affiliate company, Bruderman Brothers, LLC, member FINRA/SIPC through which securities are offered.

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