What is a "financial advisor"?

A financial advisor is a professional who provides guidance on a variety of financial matters, which encompasses investments, estate planning, retirement planning, and more. This role is crucial for individuals and businesses seeking to improve their financial health and achieve their financial goals.

The financial advisor assesses the client's financial situation, understands their goals and risk tolerance, and recommends appropriate strategies and products. Whether it's helping a client invest in the stock market or plan for retirement, a financial advisor plays a multifaceted role in ensuring clients make informed decisions.

This definition specifically highlights the comprehensive nature of the services provided by financial advisors, as they are trained to walk clients through complex financial scenarios and help them navigate various options available in the financial landscape.