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Finance
It is important to have qualified advisors to consult on financial issues including:
- Retirement planning and investments;
- Income tax and estate or inheritance tax planning;
- Money management;
- Financial or investment planning;
- Insurance; and
- Gifts and bequests, as part of estate or inheritance planning.
There are numerous professional organizations that certify the proficiency in professional disciplines. The professionals identified have achieved specialized certifications in various financial disciplines or specialties.
The general categories of financial services, insurance services and money management contain additional information which can be obtained by clicking on the topics on the right side of the page.
