Is there a difference between a financial planner and a stockbroker or investment counselor?
As financial planners, we take a whole picture approach to a client’s financial health. This means examining aspects of their lives and goals, including their budgeting, the kind of health and life insurance policies they have, current savings for specific life goals, as well as managing their investments for them, if they wish. A stockbroker or investment counselor usually focuses on the assets a client has strictly for investing purposes.
