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 Financial
Planning Advisors Objectives
Financial Planning Advisors are professionals who
render financial planning services to individuals and businesses.
This involves advice related to: Beneficial Investments, Pension
Planning, Retirement Planning, Investment Planning, Life Insurance,
Income Protection Insurances and/or advice on Mortgages.
Financial Planning Advisors help to make
the right decision in terms of financial planning!
The objectives of a Financial Planning Advisor is
to help their clients in planning and arrangements of all their
financial affairs which include but are not limited to; Savings,
Retirement Provisions, Tax Treatment and Wills, Investment Planning,
Retirement Planning, Tax Planning, Estate Planning and Debt Planning.
Every financial advisor must understand their client’s
investment objectives, risk tolerance, time horizon and other
important factors in order to create a plan to minimize the risk
and maximize the money within an established risk boundary.
A Financial Planning Advisor Can Help
• Determine your long term and short term financial
goals.
• Develop and deploy a solid Asset Allocation plan based on your
situation.
• Provide vital guidance on Tax Planning, Retirement Planning,
Investment Planning.
• Analyze all potential risks and rewards of different types of
investing options.
• Review, monitor and maintain your investments plan over time
and ensure your asset allocation remains intact as your situation
changes.
• Offer you advice, guidance and support when many investors are
tempted to stray from long term strategies.
 Be
Careful When Hiring Your Financial Planning Advisor in Canada
Walk into any bank for example and tell them
you have $100,000 to invest and want to talk to someone about
investment and financial planning and want to talk to someone
who is a tax specialist because you want to make sure the $100,000
is invested in the most efficient tax manner for you and your
family and don’t be surprised if you get an answer like “we don’t
provide tax advice”. What kind of financial planning services
can you receive if the advice does not include tax advice?
A large percentage of financial planning advisors
have access to limited products. So, don’t be surprised if you
are simply recommended to purchase a bank’s family of mutual funds.
If a Financial Planning Advisor can only offer you one family’s
mutual funds, consider receiving advice from another party. As
well, although you think you may have found the perfect financial
planner, ensure that he/she has access to some of the products
available at Guaranteedinvestments.com as these products are available
only by life licensed insurance advisors. Some of these products
provide significant Tax Breaks depending on one’s own personal
circumstances. Not all Financial Planning Advisors or Investment
Advisors have access to products such as Guaranteed Investment
Funds, Segregated Funds, Annuities, Insured Annuities, Guaranteed
Withdrawal Benefit Plans and Guaranteed Lifetime Withdrawal Benefit
Plans.
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