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2. How to find a financial advisor near you - AOL

   www.aol.com/finance/financial-advisor-near...

   2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.

3. How to build a family financial plan - AOL

   www.aol.com/finance/build-family-financial-plan...

   Investing for the future is one of the most difficult parts of the financial planning process, so it’s a great time to call in an expert to help you build this part of your plan. 5. Protect ...

4. 2025 financial checklist: Your guide to protecting your ... - AOL

   www.aol.com/finance/financial-planning-checklist...

   2. Evaluate your investments and take your RMDs. Early 2025 is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.

5. Wealth management - Wikipedia

   en.wikipedia.org/wiki/Wealth_management

   It is a discipline which incorporates structuring and planning wealth to assist in growing, preserving, and protecting wealth, whilst passing it onto the family in a tax-efficient manner and in accordance with their wishes. Wealth management brings together tax planning, wealth protection, estate planning, succession planning, and family ...

6. Creative Planning - Wikipedia

   en.wikipedia.org/wiki/Creative_Planning

   Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headquartered in Overland Park, Kansas .

7. Family office - Wikipedia

   en.wikipedia.org/wiki/Family_office

   A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with at least $50–100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. The company's financial capital is the family's own wealth.

8. Financial Planning for Families: 6 Tips for Balancing Budgets ...

   www.aol.com/finance/financial-planning-families...

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9. Financial planner - Wikipedia

   en.wikipedia.org/wiki/Financial_planner

   A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning.