HOUSTON, Aug. 27, 2012 /PRNewswire/ -- For some Americans, the precise role of the financial planner may not be fully understood. Today, financial planners are hardly just for the very wealthy or the investment-savvy, financial planners can offer a range of services for business owners and people alike. Financial planners offer services ranging from retirement and estate planning to more basic investment advice and portfolio management. In an effort to curb misunderstandings about the role of financial planning, a recent article compiles some of the benefits offered by financial representatives. This list has won the attention, and the praise, of NEXT Financial Group Inc.
NEXT Financial Group is an independent broker-dealer based in Houston, Texas, with financial representatives working in offices around the country. NEXT primarily serves the financial planning needs of entrepreneurs, but the company's representatives are ultimately zealous for helping and advising a wide range of individuals. NEXT Financial Group has issued a new statement to the press, responding to the list of financial planning benefits and offering some insight of their own.
"Our doors are always open," says president of NEXT Financial Group, Barry Knight. He goes on to advise clients to consult with their financial planners regularly. "The more frequently you ask for financial advice, the more effectively will you be able to prepare for the future. At NEXT, we are proud to have both commission-based and fee-based advisors who serve the needs of their customers based on their risk tolerance and desired outcome."
As for the original article, it underscores one of the points made in the NEXT Financial Group statement—namely, that a financial advisor can address the specific needs of his or her client, and offer consultation based on the circumstances, needs and financial goals expressed. The article also notes that a financial advisor can offer answers and insight when strange or potentially worrisome financial circumstances are in effect. For example, if the market takes a downturn, financial planners can illuminate the broader trends in play, based on their "big-picture" view and experience in managing investment needs.
The article goes on to note that a financial planner is someone who works with money and investments on a daily basis, meaning financial planners are uniquely qualified to offer recommendations about financial products or investment opportunities. This is an area in which many people lack confidence and appreciate the insight offered by their planner.
Finally, the article notes that a financial planner might be able to offer critiques or corrections to a client's existing portfolio or financial plans, based on experience and formal training.
NEXT Financial Group Inc. Member FINRA/ SPIC is a broker-dealer based in Houston, Texas, serving the needs of financial services representatives throughout the country. The company prides itself in helping business owners enjoy success and financial independence. The company was founded in 1999, and is currently led by President Barry Knight. More information about the company can be found online at www.nextfinancial.com. NEXT Financial Group Inc. is located at 2500 Wilcrest Drive, Houston, TX 77042. For more information, call 888-876-6398.
SOURCE NEXT Financial Group, Inc.