Category: Financial Planning

What is a Financial Representative? A financial representative, also known as a financial consultant or a financial advisor, is a professional who provides financial advice and services to individuals and organizations. Their main goal is to help clients make informed decisions about their money, how they should invest and manage it to achieve their financial goals. The role of a financial representative can be quite diverse and depends largely on the specific needs of the client. For some clients, their primary need may be retirement planning. They need to know…

Click Here For More Specific Information On: Financial Planning By Amy Nutt When undergoing a mortgage refinance, one step in the process is acquiring an appraisal of your home. An appraisal is a written estimate of the market value of your property. Mortgage lenders will use an appraisal to determine the amount one qualifies for the mortgage. The appraisal will also establish how much equity there is in a home. It gives an estimate of the price that can be obtained by selling the property. An appraisal is a necessary…