The privacy policies and security at the linked website may differ from Regions privacy and security policies and procedures. You should consult privacy disclosures at the linked website for further information. Delivering a personal approach to banking, we strive to identify financial solutions to fit your individual needs. We’ve always believed that successful investing can be simpler than many people think, but decades of experience have taught us that not everyone is as passionate about investing as we are—and that’s okay. Personal Advisor Select is held to fiduciary standards under applicable regulations. (Meaning our advisors are required to act in your best interests at all times.) Also, our advisors don’t receive commissions.
What is in a financial planning?
Financial planning involves a thorough evaluation of one's money situation (income, spending, debt, and saving) and expectations for the future. It can be created independently or with the help of a certified