Financial Advisor description

A financial adviser is a professional who suggests and renders financial services to clients.

The advisor works with you to clarify your assets, liabilities, income and expenses. On the questionnaire, you’ll also indicate future pensions and income sources, project retirement needs and any long-term financial obligations. All current and expected investments, pensions, gifts and sources of income will be listed and projected into the future.

The analysis section of this lengthy document drills down into several topics including your risk tolerance, estate planning details, family situation, long-term care risk, and other pertinent present and future financial issues.