WHICH PROFESSIONAL IS RIGHT FOR YOU?

Financial Advisors/Planners

These professionals generally take a broad view of your financial affairs and function in the role of your personal chief investment officer.  The most comprehensive financial advisors assess every aspect of your financial life, including your savings, investments, insurance, taxes, retirement, and estate planning.  Financial advisors can work with you to identify your financial goals, develop a plan to meet those goals, and regularly review your progress.  In many cases, these advisors also manage your investment portfolio.

Estate Planning Attorneys

These lawyers focus on estate needs and can draft your will, durable powers of attorneys, and health care proxies, or develop sophisticated wealth transfer strategies to ensure your estate passes to your heirs in the most tax-efficient manner.  In addition to creating trusts so your assets can pass directly to your beneficiaries without going through probate, estate planning attorneys can develop strategies that enable your favorite charities to make the most of your gifts.

Insurance Agents

An insurance agent can help you with your insurance needs, from property and casualty insurance to life insurance and annuities.  In addition, they can help you sort out health insurance and long-term care options, as well as offer overall risk management strategies.