What Does A Certified Financial Advisor Do?

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Certified financial advisors help you understand
and decide how to manage your money for optimal
return and results. Their advice can apply to a
wide range of personal money management
decisions, including investing.
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As a registered financial consultant, a
financial advisor can help you determine what
percentage of your money you should invest and
where and how to invest it.
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A certified financial advisor must fulfill
continuing education requirements to maintain
certification. This ensures that advisors stay
current with the industry as well as
changing laws and practices since law
and regulation changes occur every few years.
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The goal of this continuing education is to
ensure financial advisors provide the best
possible advice and service to clients.
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A certified financial planner may begin
the process of helping you create and maintain
a financial plan by finding out your financial
goals and reviewing your financial status
and risk tolerance.
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A financial planner can also help you with
saving for a home down payment, retirement
planning, and choosing certain investments. Some
certified financial planners focus on specific
areas of planning while others choose to focus on
helping retirees or small business owners.
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For more information about any of the products
and services Oxford Advisory Group offer,
schedule a meeting today or register to attend a
seminar.
Contact Us Oxford Advisory Group 111 N. Orange
Ave., Suite 775 Orlando, FL 32801 Phone
407-329-6456 Email ID info_at_oxfordadvisorygroup.co
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