Personal financial planning assistance
Assignment directions Visit your local bank’s website or visit an actual branch bank to learn more about personal financial planning assistance that is available to you now and also in the future. Prepare a summary of the services available and discuss which ones you would find beneficial. Also, locate a fee-only financial advisor near you by searching the Internet (use the phrase “fee-only financial advisor” along with the nearest city or town) and call to find out their fee structure. Include this in your report.
Assignment guidelines
Your written essay should be 750 to 1,000 words. You may use a table to compare services, but you also must include a written discussion of the table. Include at least three references. Websites may be cited. If you cannot find all the information online, you may call your banks to ask about information that might be missing.
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