A financial advisor is a broad term for anyone who provides financial guidance — including brokers, insurance agents, and investment advisors. A financial planner specifically creates comprehensive financial plans covering retirement, tax, estate, insurance, and investment strategies. Look for the CFP designation for qualified planners.
This answer is provided for general informational purposes only and does not constitute financial advice. Every family’s situation is different. For personalized guidance, schedule a free consultation with our team.
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