Financial Guidance Services

The financial advisory industry offers services that can help you meet a variety of goals over time. Some are more broad, such as financial planning, while others have a more specific focus, such as investment management. There are also services that can be one-off, such as a college savings plan or a tax strategy.

A Financial Guidance Services can help you get on track to reach your goals by teaching you better money habits and helping you develop a plan to pay off debt over time. They don’t, however, work with you to choose specific investments like a financial advisor does and can cost less than a certified financial planner.

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Financial planning is a more in-depth service that can cover a range of different areas, including retirement, investments, taxes, estate planning and risk management. Typically, this service is offered by certified financial planners, who have met rigorous education, exam and ethical requirements.

Investment management is a subset of financial planning that involves the management of your assets by an advisor or team of advisors. These professionals will take your goals, risk tolerance, time horizon, and other factors into account to create a portfolio of assets that aligns with your financial objectives.

Financial risk management services look at potential risks to your home, car and other assets, and then put in place policies to minimize those risks. For example, a financial advisor might recommend life insurance to cover the cost of long-term care, should you require it in later life.