Assets Client Management Estate Planning Financial Advice 
WiserAdvisor
FEBRUARY 21, 2023
As a person grows old, they may lack the energy, health, and interest to manage their money and other assets. A financial advisor for the elderly can help them pick trusted individuals, such as a family member or a close friend, to give them authority to make financial decisions on their behalf.
WiserAdvisor
JUNE 2, 2023
While there are various types of finance professionals who offer financial advice and services falling under the general financial advisor category, it should be noted that they differ significantly. Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility.
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