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Financial advisory services
Click on the type of financial advisory practitioner from the table below to learn about the general description for the nature of the service. Click the type of professional from the list on the right to find your local provider.
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Financial service providers encompass an array of planning and advisory services that include (explanation of acronyms can be found on the link at the bottom of this page):
Asset preservation & transfer planning - a person specializing in the planning of distribution of Individual Retirement Accounts and other retirement plan accounts as well as other estate assets.
Certified financial planner - a financial planner who has complied with the requirements of the Certified Financial Planner Board of Standards, Inc. is allowed to include the designation of "CFP" as part of their professional credentials.
College funding plans - are often setup under specific programs to allow gifts to grow on a tax-free basis to accumulate the funds necessary to pay higher education costs.
Eldercare planning services - a person specializing in the planning for eldercare planning issues, including Medicare, Long-term care, anticipated retirement benefits, living expenses, etc. They may have a designation of "AFC", "CFC", "CFP", "ChFC", "CRPC", "CRPS", "MFP", "RFC", "RFP" or "RFS" as part of their credentials.
Financial planning services - a person specializing in financial planning services, including many general planning strategies including insurance planning and coverage, investment strategies, retirement plannings, estate planning and tax planning. They may have a designation of "AFC", "CFA", "CFC", "CFP", "ChFC", "CWM", "MFP", "MSFS", "RFC", "RFS" or "WMS" as part of their professional credentials.
Insurance planning services -an insurance professional with broad and comprehensive training to help evaluate the risks and financial resources as the basis for minimizing the risks through the purchase of insurance.
Investment planning services - a person specializing in the planning of investments and the development of investment strategies, including stocks, bonds, annuities, limited partnership investments, mutual funds, etc. They may have a designation of "AAMS", "AFC", "AWMA", "CFA", "CFM", "CWM", "RFC" or "RIA" as part of their professional credentials. Investment risk tolerance.
Long-term care planning services - an insurance professional specially trained to evaluate the needs and ability to purchase insurance to cover the specific risks associated with long-term care, whether care to be provided for in-home needs or specialized facilities.
Medicare and Medicaid consulting services -
Personal financial specialist - a person, usually a Certified Public Accountant, who has completed additional training with a specialization in personal financial issues. They will have a designation of "PFS" as part of their professional credentials.
Retirement planning services - a person who specializes in retirement planning, including pre-retirement planning regarding pension, profit-sharing, Individual Retirement Accounts, 401-K, deferred compensation and other arrangements for the accumulation of funds to be available in retirement. They may have a designation of "CRFC" or "CRPS" as part of their professional credentials. A retirement planning specialist can help determine if you can afford to retire, at what age to start taking social security and how living expenses may change in retirement. You may be able to benefit from additional contributions to your retirement plans by reviewing Catch-up retirement plan contribution limits.
US Savings Bond Consulting Service - review of US Savings Bond holdings to determine opportune time to surrender bonds and avoid errors in bond liquidation timing.
VA benefits consulting can assist in creating an awareness of the benefits available through veteran’s health care, through veteran’s homes, through home renovation grants and special disability programs called Compensation and Pension, as well as discover eligibility for other programs and benefits.
Wealth management specialist - a person specially trained to handle the needs and specific situations for families that have acquired wealth. They may have a designation of "AWMA", "CWM" or "WMS" as part of their professional credentials.
