Investors can Reduce Their Risk if Bad Advice by Knowing the Critical Differences Between Financial Planners and Financial Advisors

The study based their selection decisions on the personalities and sales presentations of the advisors and most investors hired the wrong professionals for the wrong reasons and fired them a few years later when they realized their mistake.

The Paladin Registry saidone of the biggest problems we uncovered was investors don'st know the critical differences between financial planners and financial advisors.For example,planners provide services that help investors build strategic roadmaps for their financial futures:the amount of assets they need for retirement, sources of retirement income, and the impact of longevity.

The planning process should produce a comprehensive strategy that increases the odds of investors achieving their most important financial goals.

The primary role of financial advisors is to help people invest assets.Their services include investment strategy,asset allocation,manager selection,risk management,investment decision making, and performance analysis.

The roles of planners and advisors are very different and if professionals are going to provide quality services,they must have substantial specialized knowledge.

Most people need both services and they want the convenience of one advisor.Very few professionals have both types of expertise so investors end up with bad financial plans,bad investment advice,or both.

Investors must learn to obtain objective information from advisors that will help them determine competency,ethics,and business practices.There is a website that provides this information for free and investors don'st have to register to access it-www.paladinregistry.com.

About PMV Investment Advisors,LLC.We are Registered Investment Advisors fee based.We help our clients make smart decisions to help them accumulate,grow,protect,preserve,distribute,transfer their wealth in the most tax advantaged way.

PMV Investment Advisors,LLC Contact:

Puthan(VJ) Vijayan CEP,RFC,MBA
Principal member
20720 Watertown Road
#106
Waukesha, WI 53186
262 754 1672
262 754 1673(FAX)
www.pmvinvestmentadvisors.com




Investors can Reduce Their Risk if Bad Advice by Knowing the Critical Differences Between Financial Planners and Financial Advisors



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