A financial advisor, according to Investopedia, provides financial advice or guidance to customers for compensation. Financial advisors can provide many different services, such as investment management, tax planning, and estate planning. And they can help you at all stages of life with setting and achieving financial goals, money management, debt structuring and reduction, and protection of assets and income.
Younger people use financial advisors when they are saving up for or buying their first home, paying off a mortgage or assuring their families being free of the effects of death or serious illness. It is the stage when a financial advisor can help you learn good money management habits and establish goals and objectives that are more obtainable due to the longer time horizon for investing and savings.
People in mid-life use financial advisors when seeking to protect their lifestyle, manage tax, set up investments, deal with an inheritance and plan for retirement. This is a life stage when you have a lot of funds for investing; hence you need financial advisors to manage your investment or debt that would put you in position for long-term success in a more efficient manner. At this point your financial advisor will be required to maintain all that you have acquired.
Later in life, financial advice centers on retirement income and spending, managing investments, estate planning, healthcare, and aged-care planning. A financial advisor should consider your life expectancy, employment status, health condition, insurance and retirement plan, so that they can properly establish a retirement savings plan that would help you overcome financial difficulties that may be particularly concerned at this stage.
If you are seeking any financial advisory service, Cedrus is at your service. Cedrus Group is a global boutique investment firm founded by Mr. Jarkas more than 18 years ago. Mr. Rani Jarkas is a highly experienced and accomplished financial services executive, with over 23 years of international banking experience. Prior to founding Cedrus, Mr. Jarkas had held senior-level asset management positions at some of the world's leading investment firms, including JP Morgan Chase, Merrill Lynch and CIBC Oppenheimer.
About the company:
Cedrus Investments, a global boutique investment firm founded by Mr. Rani Jarkas more than 18 years ago, is an elite international financial services provider to help both individual and corporate clients achieve personalized premium financial plans. The firm is headquartered in Hong Kong, with offices in Shanghai, Beijing, Shenzhen, Jakarta and New York. Its clients include tier-one institutions, family offices, governments and corporations
in Asia, Africa, Australia, Europe, North America and the Middle East. Cedrus has the ability to act quickly to changing market dynamics, to capture unique investment opportunities and, most importantly, the flexibility to innovate on behalf of its clients. While the firm provides access to traditional and alternative investment products, it also offers timely, strategic and innovative proprietary products managed by blue-chip portfolio managers.
0
