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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