Finance Advice

What Services Does A Financial Planner Provide?

A financial planner, or financial adviser is someone who analyses and organizes your finances, and helps you get on track as far as working towards your financial goals. A financial planner isn’t an accountant or tax preparer, although they can help in these area. And you don’t need to be a millionaire to use the services of a financial planner; just about everyone can benefit from the expertise of one of the 350,000 planners in the US. Financial planning is all about identifying your financial goals and then putting a plan in place to help you reach those goals, whether it’s an early retirement, putting the kids through college or making as much as possible from your investments. Your planner can advise you on the best retirement account for your situation, how much insurance you need, whether it would pay you to refinance your mortgage, how to start an emergency…