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Blog2020-05-06T23:32:59-04:00

What is a Financial Planner?

By |April 21st, 2014|Categories: Cleveland Ohio Estate Planning|

While most financial planners are investment advisors, not all investment advisors are financial planners. Financial planning is the process of meeting your goals for your life with proper management of your finances. These goals can include buying a home, saving for future education for your children or planning for retirement [...]

What is an Investment Advisor?

By |April 19th, 2014|Categories: Cleveland Ohio Estate Planning|

An individual or firm that provides you with advice by making recommendations regarding securities or securities markets is known as an investment advisor. They receive funds in exchange for their advice. Some investment advisors will also manage portfolios of securities. Examples of securities are: Stocks (ownership in a publicly-traded corporation) [...]

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