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The problem is, many people dont know what that means exactly.
Do they only give you advice?
Manage your money for you?
Help you pick stocks?
Or all of the above?
People often envision financial advisors as guardians of wealth, primarily focused on investments and savings, said Mains.
Were not here to predict the future or promise specific outcomes.
At its core, he said its about providing clarity and structure to your financial life.
But beyond the technical aspects, Shirshikov said theres a significant amount of behavioral coaching involved.
Its these moments that truly highlight the comprehensive nature of financial advising.
Mains highlighted the same belief.
We dont make decisions in a vacuum or promise unrealistic returns based on market speculation, he said.
Our advice is grounded in realistic scenarios andsustainable growth strategies, not fleeting market trends.
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