3. Different types of financial advisors

What Type of Financial Advisor Do I Need?

First, figure out what kind of money advice you’re looking for. Turn to a Certified Public Accountant (CPA) if you want help setting up a business or to learn how to best manage your tax liability. On the other hand, find a financial planner if you want a roadmap to help you get to retirement or to reach some other goal.

Before deciding what type of financial advisor to work with, take a step back and think about your individual needs and your current situation. Ask yourself if you need help with investing, setting up a trust or will, or are just in need of general financial advice. Know what you’re looking for. Then figure out how to move forward and decide which type of financial advisor you need.

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