financial-advisement-facts-infographic

Financial advisers often offer tax services, allowing their clients to achieve as many deductions as possible, and reducing errors. Financial advisers provide risk management services surrounding asset allocation and portfolio management. Wealth managers are active participants in their client`s asset allocation and retirement planning. An estimated 25% of American households utilize a financial planner to help with their finances. According to the Bureau of Labor Statistics, the financial advisement industry is expected to grow 27% from 2012 to 2022. This infographic has been brought to you by Winship Wealth Partners. With more than 18 years of experience, Winship Wealth Partners is a full service financial planning and investment management firm focused on working with investors in the San Francisco Bay Area.


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