As a financial planner you are privy to a tremendous amount of your clients personal information. As a result, you are in a unique position to give advice and/or assist your clients in protecting their assets.

you will verbally explain three specific ways you can advise or provide assistance in protecting your clients assets. Your explanation should address the following:

• Why your client should consult a lawyer and specifically what for
• What documents and information you can provide/capture to assist in protecting your clients assets

The goal is to reflect upon your role as a financial planner. You are simply not just giving advice on how to invest your clients money. So, to answer this question, be sure to consider your role in the broad context.