Saturday, 25 December 2010

How can a financial planner help me?

Financial planners offer advice on a wide range of financial topics. In most cases, you will pay either a flat fee or an hourly fee to work with a financial planner.

How can a financial planner help me?

A financial planner will show you how to:

  • Set realistic goals and take steps to achieve them
  • Decide what type of insurance you need
  • Save for your children’s education and training
  • Plan and save for retirement
  • Build an estate to leave to your family or for other worthy causes
  • Save and invest in smart ways that reduce your taxes

What will I talk about with a financial planner?

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