SPECIAL ADVERTISING SECTION
Ask the Financial Professionals
Coliseum Wealth Management
SHAWN HEIFERT
6171 Executive Boulevard, North Bethesda, MD 20852 301-468-2330 | www.coliseumwealth.com
In today’s climate of economic uncertainty, what is the best approach to financial security?
What’s the difference between a financial planner and a money manager?
Everyone’s situation is unique with varying goals, time horizons and risk tolerance. As such, no one product, approach or solution provides a one-size fits all answer. The constant stream of rapidly-changing, complex information on the economy at home and abroad, coupled with a seemingly endless array of financial products, leaves many investors confused. Whether you’re planning for retirement, saving for college, building a business or starting a nest egg, the best approach is to take the time to define your financial objectives and work with financial professionals who can help navigate the myriad solutions available to help achieve your unique dreams and goals.
Typically, a money manager’s approach centers solely around asset and portfolio management, while a financial planner takes a more holistic look at an individual, couple or family’s total financial picture. Financial planners maintain fiduciary relationships with their clients—putting clients’ interests above all else. We partner with our clients–taking the time to listen to their needs, understand their situations and recommend a plan specific to them. And we work together over the long term to ensure investments, insurance, estate plans and tax strategies remain appropriate considering evolving goals and life changes, as well as market performance and forecasts.
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