At work, we may choose from among several health care options, including health maintenance organizations and traditional indemnity plans. We can pay bills by computer or over the phone. When it comes to retirement saving, our choices are increasing as well. This growing need to make knowledgeable choices has many people looking for reliable sources of advice and guidance. One of the fastest growing trends is the desire on the part of investors to choose how to invest.
Some investors rely on a financial consultant, while others wish to invest over the Internet.
Still others like some combination of the two approaches. Some investors want to trade on a commission basis, but others prefer a fee-based relationship. While choice is desirable, it can also be overwhelming. During a profiling session with a financial consultant, the specifics of your situation are collected. A planning session.