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Long-term goals typically encompass retirementplanning, wealth preservation and estate planning. Intermediate and short-term goals may include saving for a vacation, buying a home, paying off debts or funding your child’s education. RetirementPlanningRetirementplanning is a primary focus for many clients.
Long-term goals typically encompass retirementplanning, wealth preservation and estate planning. Intermediate and short-term goals may include saving for a vacation, buying a home, paying off debts or funding your child’s education. RetirementPlanningRetirementplanning is a primary focus for many clients.
This is done to establish a fiduciaryduty within the candidate and make them a reliable, upstanding member of the fraternity. Financial advisors may or may not have a fiduciaryduty, whereas CFPs must uphold the fiduciary standard of the Board. Retirementplanning, estate planning, tax planning.
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