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Question
mark is looking for professional financial assistance. mark has never invested before and is not quite sure where to start. he knows that he wants to build up investments for future projects such as retirement, but he is not sure how to navigate investment in light of his existing debts. recommend an appropriate financial professional for mark.
a. full - service broker
b. discount broker
c. accountant
d. financial planner
please select the best answer from the choices provided
Mark is a new investor with debts, needing help with long - term investment planning (like for retirement) and debt - investment navigation. A financial planner specializes in creating comprehensive financial plans, including investment strategies and debt management for long - term goals. A full - service broker focuses more on executing trades. A discount broker offers low - cost trading with less advice. An accountant mainly deals with accounting and tax - related matters, not investment planning for long - term goals like retirement in the context of existing debts.
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d. Financial planner