Financial Planner vs Retirement Planner vs Financial Advisor: Which One Do You Need?

Seeking help for your financial issues can be confusing. One choice you may confront is whether to retain a financial planner or a financial advisor. 

If you are a parent of a child with special needs, a special needs financial planner can help you make informed decisions and build a detailed retirement plan and special needs trust.

Here’s some information that can help you understand which one is best for your situation and how to find a qualified planner or advisor.

Sources:

¹https://www.cnbc.com/select/financial-advisor-vs-financial-planner/

²https://www.cfp.net/

³https://www.investopedia.com/articles/personal-finance/040215/financial-advisor-vs-financial-planner.asp

⁴https://brokercheck.finra.org/

⁵https://adviserinfo.sec.gov/

⁶https://www.nasaa.org/contact-your-regulator/

⁷https://mediafeed.org/financial-planner-vs-retirement-planner/

⁸https://mediafeed.org/financial-planner-vs-retirement-planner/

⁹https://www.investopedia.com/articles/personal-finance/040215/financial-advisor-vs-financial-planner.asp

¹⁰https://www.investopedia.com/articles/personal-finance/040215/financial-advisor-vs-financial-planner.asp

¹¹https://www.forbes.com/sites/nextavenue/2019/01/24/why-retirement-planning-is-different-from-financial-planning/?sh=107603b47ddc

¹²https://www.forbes.com/sites/nextavenue/2019/01/24/why-retirement-planning-is-different-from-financial-planning/?sh=107603b47ddc

¹³https://www.businessinsider.com/personal-finance/financial-planner-vs-financial-advisor

Jeff Vistica, CFP®, ChSNC®, AIF®

Jeff is the co-founding partner of Valiant Partners, a registered investment advisory firm located in Carlsbad, Calif. Valiant Partners devotes its practice exclusively to serving the needs of parents with special needs children.