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Financial PlannerTerms
> NLRA
Also referred to as Wagner Act, this was the first substantial effort by the federal government to reshape the balance of power between labor and management in the U.S.
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> Stock exchange
An organized market for the buying and selling of stocks and bonds.
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> Supply
A schedule of how much producers are willing and able to sell at all possible prices during some time period.
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The Financial Planning Process
The financial planner should clearly explain or document the services to be provided to you and define both his and your responsibilities. The planner should explain fully how he will be paid and by whom. You and the planner should agree on how long the professional relationship should last and on how decisions will be made.Gathering client data, including goals.The financial planner should ask for information about your financial situation. You and the planner should mutually define your personal and financial goals, understand your time frame for results and discuss, if relevant, how you feel about risk. The financial planner should gather all the necessary documents before giving you the advice you need. The financial planner should analyze your information to assess your current situation and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies. The financial planner should offer financial planning recommendations that address your goals, based on the information you provide. The planner should go over the recommendations with you to help you understand them so that you can make informed decisions. The planner should also listen to your concerns and revise the recommendations as appropriate.You and the planner should agree on how the recommendations will be carried out. The planner may carry out the recommendations or serve as your "coach," coordinating the whole process with you and other professionals such as attorneys or stockbrokers.You and the planner should agree on who will monitor your progress towards your goals. If the planner is in charge of the process, she should report to you periodically to review your situation and adjust the recommendations, if needed, as your life changes.
Contact our Georgia Financial Planners
If you live in the following cities and need a Financial Planner you should contact our Georgia Financial Planners as soon as possible:
Acworth
Albany
Alpharetta
Athens
Atlanta
Augusta
Columbus
Cumming
Dalton
Decatur
Douglasville
Duluth
Griffin
Hephzibah
Hinesville
Jonesboro
Kennesaw
Lawrenceville
Lilburn
Lithonia
Loganville
Marietta
Milledgeville
Moultrie
Newnan
Norcross
Powder Springs
Ringgold
Rome
Roswell
Savannah
Smyrna
Stockbridge
Stone Mountain
Suwanee
Tifton
Warner Robins
Woodstock
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Latest News
Latest Financial Planners news in Georgia and nationwide:
Jul 31, 2006 - NASD Investor Alert Warns Workers About Cashing Out Of 401(k) Plan
Washington, DC — NASD issued an Investor Alert warning investors that cashing out of even a modest amount of the... Read more >
Oct 01, 2004 - Permanent Tax Reductions Seen As Most Stimulative
WASHINGTON, D.C. - Permanent tax reductions would offer more economic stimulus than would temporary tax relief measures, a... Read more >
Oct 13, 2004 - Establishing A Trust Fund
A trust is a separate legal entity that holds property or assets of some kind for the benefit of a specific person, group ... Read more >
Legal Disclaimers The information provided on Gwinnett Financial Planners.com is not intended to be financial advice, but merely conveys
general information related to financial issues commonly encountered.
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