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Financial Professionals

People always feel confidence on handling their finances and regard financial planning as a worthless spending of time and money. People think this way, and as a result, brush past many financial opportunities and best practices. Actually seeking the information, expertise, experience, and discipline provided by a financial professional is considered to be a wise way to improve your finance.  

 Money managers give you personalized service, an individualized portfolio and ongoing management. With fee-based management, as opposed to transaction-based management, you and your advisor are on the same side. You no longer have to question the decisions of a broker to buy or sell your securities. A professional money manager does not receive commissions on transactions and is paid based on a percentage of assets under management. Thus, it is in the best interest of both the money manager and client to see the portfolio grow.

     Financial Adviser is -  a professional who helps individuals manage their finances by providing advice on money issues such as investments, insurance, mortgages, college savings, estate planning, taxes and retirement, depending on what the client requests. Some financial advisors are paid a flat fee for their advice, while others earn commissions from the investments they sell to their clients.