A registered financial consultant in Orlando FL specializes in wealth management and growth through investment planning and strategy. They can monitor a client’s portfolios and help manage them. A consultant must register with the U.S. Securities and Exchange Commission (SEC) or a designated state entity. These experts are obligated to work on behalf of their clients only.
Investment Planning
When it comes to planning for the future, a Registered Financial consultant In Orlando, FL, can work for you in different ways. It depends on how involved you want to be.
You can hire them to manage or advise you on your stock portfolio. If you want to take a hands-off approach, you can authorize your consultant to buy and sell stocks through your accounts. This agreement means they will not contact you every time a transaction occurs. You let the professionals decide when to move in and out of a stock, mutual fund, or bond.
Estate Planning
In addition to helping you grow and maintain assets, a registered financial consultant in Orlando, FL, can guide you through estate planning. Part of this process may involve securing life insurance or creating a trust. You will need to document real and personal property then the advisor can develop a plan according to your wishes.
A workable investment strategy coupled with a trusted advisor can lead to financial security over the long run. The experts can move money for you, freeing you to focus on business or family. They can also help you navigate estate planning and keep your financial life organized, including savings and retirement plans.
