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Why would I need a Financial Planner?

Do You Need a Financial Planner?

A Financial Planner can help you with your retirement investment planning. If you have many investments, then you should also consider seeking the advice of an Investment Adviser. A Financial Planner may be registered with the Registered Financial Planner Institute. You may need a planner who can help with your estate planning, or someone who can help you with your stocks and bonds. There are many different planners, brokers, and advisers. Be sure to check the background of any planner that you are considering with the U.S. Securities and Exchange commission.

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