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Financial planners

Financial planners Definition

A financial planner typically prepares financial plans for his or her clients. The kinds of services financial planners offer can vary widely. Some planners assess every aspect of your financial life—including saving, investments, insurance, taxes, retirement, and estate planning—and help you develop a detailed strategy or financial plan for meeting all your financial goals. Other professionals call themselves financial planners, but they may only be able to recommend that you invest in a narrow range of products and sometimes products that aren't securities.

RELATED TERMS
Financial plan
Financial planning
RELATED CATEGORIES
Retirement Planning




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