Financial planner

Professional who prepares financial plans for people / From Wikipedia, the free encyclopedia

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A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning.

As a general rule, a financial planner’s work can:

  • integrate into the range of professional services (eg: lawyer, accountant); or
  • integrate into the offer of a range of financial products and services (eg: financial advisor, insurance agent); or
  • not be integrated into other products or services, providing stand alone financial planning.
Sculpture_of_Bull_and_Bear_on_Seesaw_in_front_of_Fross_and_Fross_Wealth_Management.jpg
Sculpture of bull and bear on seesaw in front of Fross and Fross Wealth Management office in The Villages, Florida.

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