FINANCIAL ADVISOR VS PLANNER

Who Do You Call For What?

Watch this short webinar to learn what makes one financial professional different from another.

Understanding the difference between a financial planner and a financial advisor can be important as you’re planning your future retirement income.  Maximizing your social security and developing a sustainable retirement income plan is dependent on the financial professional you chose to work with.  Regardless of their level of licensing we always encourage you to work with someone because retirement isn’t easy.

Where is your retirement income going to come from?

How do you convert assets into income?

How you minimize taxes you’re paying on retirement income? 

Working with licensed fiduciary such as Marc Montini and Montini and Company Tax Advisory Group can help answer those questions.