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Category: Financial Advisor

Who is Giving You Financial Advice?

Posted By Lineweaver Financial Group
November 16, 2015 Category: Financial Advice, Financial Advisor

The term financial adviser is a rather generic term that usually refers to someone that makes a living giving financial advice. But not all financial advisors are the same, and it is important for investors to understand which products and services each different type of professional can—and cannot—provide. Sorting it all out may be complicated by the fact that some individuals—and the firms where they work—may wear multiple hats, depending on the licenses they hold and the training they have. For example, an insurance agent may be qualified to sell you both life insurance and variable annuities. Financial planners can come from a variety of backgrounds and offer a variety of services. They could be brokers or investment advisers, insurance agents or practicing accountants—or they have no financial credentials at all. Some will examine your entire financial picture and help you develop a detailed plan for achieving your financial goals. Others, however, will recommend only the products they sell, which may give you a limited range of choices. An insurance agent is a salesperson who can help individuals and companies obtain life, health, or property insurance policies and other insurance products. Insurance agents described as "captive" work exclusively for one insurance company and can sell only the policies and products that company offers. Independent insurance agents can represent multiple companies and typically try to find insuran

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