What is a financial planner or advisor?

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What is a financial planner or advisor?

Anyone can say that he or she is a financial planner or advisor. That’s why it’s essential to be sure of the qualifications and credentials of any “planner” or “advisor” before you pay anything or entrust them with your financial present or future. Nakowicz Financial offers a no-obligation conversation via phone or in person.

In addition to John being a financial advisor skilled with many wealth-generating products, he is a Certified Public Account and a Master of Science in Taxation. Many planners and advisors do not know the inner workings of the tax code. John will always recommend products that will fit not only your financial goals but make sure you are not hurting yourself with the IRS.

By |July 19th, 2016|Comments Off on What is a financial planner or advisor?

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