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Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estateplanning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.
These advisors may have a background in tax or small businessplanning, specialize in high-net-worth families or make sophisticated investment recommendations. Managing wealth requires the skills of a Financial Advisor plus competence in tax and estateplanning. Are you a CertifiedFinancialPlanner ® ?
Intermediate and Short-Term Goals Begin by distinguishing between your long-term, intermediate-term and short-term financial goals. Long-term goals typically encompass retirement planning, wealth preservation and estateplanning. Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis.
So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? We’ll do estateplanning and other complex financialplanning. Just go with your businessplan.” They’ll construct the portfolio.
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