Kiplinger’s: Financial Advice May Not Be Your Adviser’s Specialty

Mark Cortazzo, CFP®, CIMA®
Business man looking through papers

Most providers of financial advice do so with the best of intentions, but despite sharing a common title, they can bring a wide array of skillsets, may provide vastly divergent services, and even answer to different standards. Broadly speaking, some financial professionals enter formal financial planning arrangements with their clients while others approach client relationships from mainly a transactional perspective. So how can you know if financial advice is your adviser’s specialty? Our Senior Partner, Mark Cortazzo, discusses in this Kiplinger’s article.