I Often Hear the Term “Wealth Management” the Same as Financial Planning?
April 01, 2016Is wealth management the same as financial planning? The term “wealth management” means different things to different advisors. However, in most cases it encompasses a broad approach to assisting individuals and families to accomplish their financial goals. Specific disciplines within the wealth management process may include financial planning, investments, risk management, and estate and legacy… Read more »
What is Financial Planning?
March 30, 2016What is Financial Planning? Financial planning is probably one of the most future-oriented activities in which you will participate during your lifetime. Because it looks ahead to the unknown, it can also be an intimidating task. It requires you to determine where you want to be financially at different points in time in the years… Read more »
Estate Planning and Financial Planning-What is the Difference?
March 28, 2016Estate Planning and Financial Planning Learning the Difference So many terms about planning, Let’s look at the difference between estate planning and financial planning. This should help clear up confusion on the subject. When it comes to planning out your finances, people are confused about the difference between an estate attorney vs. financial planner. Oftentimes,… Read more »