Financial Advisor

A financial advisor is a professional who works to help their clients meet and manage their most important financial goals in life. A fundamental goal of a financial advisor is to increase the net worth of their clients over time, while protecting them from risks such as loss of income due to disability, premature death and long-term care expenses. Financial advisors will also work with clients in the areas of tax planning, estate planning, and retirement income planning and asset decumulation.

Find Companies, Products and Financial Advisors

Find Companies

Find and learn about companies that provide products and services in the areas of retirement planning, annuities and asset decumulation.

Find Financial Products

Find and learn about retirement planning and annuity-related products.  Listings are linked to the companies and financial advisors that provide the products.

What to Think When a Financial Advisor Says: "You Know I'm Not a Big Fan of Annuities"

Disdain for annuities is a thread of conventional wisdom that seems to exist among a broad swath of financial advisors.

In fact, many financial advisors seem conditioned to wear...

NAPFA Provides Consumers with Quality Control while Maintaining Flexibility for Financial Advisors

NAPFA is the National Association of Personal Financial Advisors.

NAPFA membership consists of financial advisors who provide comprehensive...

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