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2. What to Know Before Hiring a Retirement Advisor - AOL

   www.aol.com/know-hiring-retirement-advisor...

   Financial advisors who offer retirement planning services play an important role in the financial services industry. From devising tax-efficient income strategies to managing investment portfolios ...

3. How to choose a financial advisor: 6 tips for finding the ...

   www.aol.com/finance/choose-financial-advisor-6...

   Here are six tips to help you choose a trustworthy financial advisor that you can rely on. 1. Identify why you need an advisor. Before you choose an advisor, you’ll want to spend some time ...

4. I’m a Financial Advisor: How To Financially Plan for ... - AOL

   www.aol.com/finance/m-financial-advisor...

   Pre-retirement is the first stage of retirement planning, and it starts during the early phases of your career. “The mantra here is to make saving a sound, financial habit. ‘Save early; save ...

5. Financial planner - Wikipedia

   en.wikipedia.org/wiki/Financial_planner

   Watered stock. v. t. e. A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg ...

6. Investment advisory - Wikipedia

   en.wikipedia.org/wiki/Investment_advisory

   Advisory services usually explain their investment theses to their customers and propose assets (such as stocks) that they view will appreciate over time. Advisers typically provide ongoing advice about buying, selling and/or holding investments and will monitor the performance of your investments and their alignment with the buyer's overall ...

7. Certified Financial Planner - Wikipedia

   en.wikipedia.org/wiki/Certified_Financial_Planner

   Certified Financial Planner. The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of ...