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 office in The Villages, Florida.

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