Financial Advisor Client Guide

Overview And Introduction - Guide Overview

The articles in this document are designed to provide Financial Advisors with a resource for helping their clients understand a range of topics and products related to financial planning.

The articles cover the basic characteristics, advantages, limitations and taxation of all major asset classes and types of insurance coverage. They also outline the main features of the common types of retirement and college savings accounts and their advantages and drawbacks. Also included are strategies and tips for handling debt and working with a budget, and important considerations for small-business owners.

This document is designed so you may use each article separately, or pick and choose topics to fit your and your clients' needs. The first page of the document, titled "Why You Need An Advisor" is fully customizable for your practice and personal information, specifically for your ease of use.




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