Is Financial Planning Different than Wealth Management? | Financial Planning vs Wealth Management

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The biggest difference between financial planning and wealth management is complexity. The financial planning process should take place in your earlier years. Financial planning helps you establish a plan to meet your long-term financial goals. Wealth management adds another layer to that initial planning. A wealth manager should take it a step further by going over tax strategies with you and guiding you as to how to better invest the money you have saved over the course of your career.

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