Personal Finance Tax Update
Personal Finance Tax Update
13th Edition
ISBN: 9780357438947
Author: E. Thomas Garman; Raymond Forgue
Publisher: Cengage Learning US
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Chapter 1.6, Problem 1CC
Summary Introduction

To Explain: The difference between a financial planner and a lawyer or insurance agent.

Introduction: Many individuals seek the services of various professionals in channeling their savings towards different investment options. Lawyers, insurance agents and financial planners are some of such professionals. Although the services they provide appear to be the same, they are much different in terms of the underlying intention as well as the level of knowledge of the investment options.

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