Louis Forino Trustworthy Financial Advisor - PowerPoint PPT Presentation

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Louis Forino Trustworthy Financial Advisor

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Louis Forino Trustworthy Financial Advisor .What is most common about working people all over the world is that they slog to make a living. However, the sad truth is not many plan their finances. Many people have long and short-term goals for the future but it is imperative to have proper financial planning in place for these goals to be met. If you are among these many people that do not have a financial plan in place than you should consider creating one. Though there is nothing wrong in doing your own financial planning, hiring the service of a financial advisor will give you much greater edge over the planning of your investments. – PowerPoint PPT presentation

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Title: Louis Forino Trustworthy Financial Advisor


1
Louis Forino Trustworthy Financial Advisor
  • they slog to make a living. However, the sad
    truth is not many plan their finances. Many
    people have long and short-term goals for the
    future but it is imperative to have proper
    financial planning in place for these goals to be
    met. If you are among these many people that do
    not have a financial plan in place than you
    should consider creating one. Though there is
    nothing wrong in doing your own financial
    planning, hiring the service of a financial
    advisor will give you much greater edge over the
    planning of your investments.
  • It begins with choosing the right advisor for
    you. This one of the most crucial decisions you
    will make as the person you choose will affect
    your investment choices, which in turn will
    affect your long term planning. You have to be
    thorough in choosing the right expert, and for
    that, you need ample information. The following
    points will help your decision-making.
  • Type of Advisor Advisors are generally of four
    types Registered representatives, financial
    planners, advisors, and money managers.
    Registered representatives are all the
    commission-based workers such as stockbrokers,
    investment professionals, and bank
    representatives. As financial planners do not
    need licensing, anyone can be one. For this
    reason, if you do consider this category then be
    sure to stick to qualified individuals that are
    certified in CFP, PFS, or ChFC. The financial
    advisor is certified with the highest standard.
    They are also called registered advisor
    representative (RAI) or investment advisor
    representatives (IAR). Money managers are most
    similar to financial advisors however, they make
    investing decision without the consent of the
    client. If you want to be fully dependent on a
    professional only then go for these.

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  • Compare Be sure to speak to the advisor that you
    shortlist for their qualification and general
    record. Speaking to them will give you an insight
    into their knowledge and understanding of the
    investment and stock markets. You will also be
    able to gauge their strength and weaknesses if
    any. Choose the one with the right combination of
    qualification, experience, and professionalism.
  • Affordability There is a misconception that the
    more money you pour the better quality you get.
    The truth is this is not applicable in all
    scenarios. There are chances that a busy
    investment professional will not be able to pay
    your case complete attention. For this reason,
    you need to judge which advisor is committed to
    your case and benefit.
  • The Internet The world of internet is vast and
    there are chances that you will find a wealth of
    information, reviews, ratings, and even
    testimonials about the advisors you have
    shortlisted. The best part is this information is
    not controlled therefore is an honest account of
    the record of your advisor. You can even check
    references to know which advisor has the
    credibility and experience that suits you best.
  • Overall, you need an advisor that has a finger on
    your pulse when it comes to planning your
    finances. The investment strategy differs from
    person to person and therefore choosing financial
    experts that understand this well is the best way
    forward. Luigi Fornio Professional Financial
    Advisor. To know more aboutLouis Forino, Luigi
    Fornio, MCCPetroli please visit here
    -https//louisforino.wordpress.com/
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