Expert Q&A

What areas do financial planners specialize in?


Related Topics: Investments, Retirement Planning, Saving, Financial Planning
Related Tags: Financial Advisor
William A. Mack
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By William A. Mack - Wealth Advisory & Management Corporation of America
Answered over 3 years ago

Financial planners specialize in various areas, usually according to their own interests and/or client demographics.
- Major areas of specialization include;
- Asset Protection Planning
- Budget Planning, (or Debt Reduction Planning)
- College Finance Planning
- Estate Planning
- Insurance Planning
- Investment Planning
- Retirement Planning
- Tax Planning

David  I. Strunc, CRPC
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By David I. Strunc, CRPC - Sunrise Wealth Advisors, Inc.
Answered over 3 years ago

That is a good question to ask the financial advisor as many choose to focus on certain topics while others are more comprehensive. Now a days most advisors should have a website with a list of services and specialties that they work with clients on. This would be a good starting point before scheduling a meeting with an advisor and meeting only to find out they are not offering what you are looking for.

David  I. Strunc, CRPC
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By David I. Strunc, CRPC - Sunrise Wealth Advisors, Inc.
Answered over 3 years ago

Financial planners specialize in many different areas such as retirement planning, investment planning, tax-planning, estate planning, education planning, and insurance planning. Some comprehensive financial planning will cover all of these issues with their clients.

Brett H. Carolan
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By Brett H. Carolan - Brighton Jones
Answered over 3 years ago

Financial Planners can specialize in many areas and we recommend checking different resources to know if the firm specializes in what you are looking for in an advisor.

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