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What is a Financial Planner?

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The Financial Planner is the person who helps people make financial decisions by analyzing their finances and helping them plan their future. A good planner is a straight shooter and should be honest about the costs and risks associated with certain investment strategies. A financial planner can help you with many aspects of your finances, from tax planning to estate planning. Some planners may even be able to refer you to other professionals. It is important to ask for recommendations in writing and make sure that you understand the risks involved in a particular plan.

A financial planner can help you chart the course of your financial future, help you minimize your tax burden and leave a financial legacy for your family. They can help you save for retirement or determine which accounts are best for your savings. They can also help you determine which insurance products are right for your needs and goals. They can help you create a budget and create a plan that will help you reach those goals.

A Certified Financial Planner has the training and experience to help you achieve your financial goals. They are also held to high professional standards and are bound by a code of ethics. They are able to give sound advice and help you plan your finances in a way that will give you the freedom to enjoy your life and make the right financial decisions.

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