Some members of the team

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The financial planning process can involve a number of professionals. 

  • Financial planners typically play a central role in the process, focusing on your overall financial plan, and often coordinating the activities of other professionals who have expertise in specific areas.
  • Accountants or tax attorneys provide advice on federal and state tax issues.
  • Estate planning attorneys help you plan your estate and give advice on transferring and managing your assets before and after your death.
  • Insurance professionals evaluate insurance needs and recommend appropriate products and strategies.
  • Investment advisors provide advice about investment options and asset allocation, and can help you plan a strategy to manage your investment portfolio.
  • The most important member of the team, however, is you. Your needs and objectives drive the team, and once you’ve carefully considered any recommendations, all decisions lie in your hands.
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