How a Financial Advisor can Help with Estate Planning скачать в хорошем качестве

How a Financial Advisor can Help with Estate Planning

Find us at: http://www.frankfinancialadvisors.com/ Learn more about us at: http://www.frankfinancialadvisors.com... Request a free financial consultation: http://www.frankfinancialadvisors.com... ---------- A financial advisor who is also a CPA is in a unique position to assist clients with estate planning. Though not an estate attorney, the advisor has intimate knowledge of the client's financial situation, personal and family goals, investment portfolio, cash flow needs and more. It is this knowledge that the estate attorney will seek when creating or revising an estate plan. Estate planning is more likely to go smoothly when you have already engaged a financial advisor, preferably an independent RIA, to create your financial and retirement plans and to manage your investment portfolio. ---------- Frank Financial Advisors is an independent Registered Investment Advisory Firm (RIA) specializing in financial planning, retirement planning and investment portfolio management. We are a fee-only investment advisor. We create comprehensive financial plans and retirement plans for our clients while also managing their investment portfolios as fee-only investment advisors. Additionally, our clients receive advice related to a wide range of important financial matters such as creating college savings plans, setup and rollover of retirement accounts, estate planning, tax planning, business ownership, most types of insurance, home refinance questions, and for special events such as weddings, funerals and elderly care. We serve clients nationwide from our headquarters in Carlsbad, California, in North County San Diego. We serve the local communities of Oceanside, Escondido, Encinitas, Rancho Santa Fe, Vista and San Marcos.