What is a Financial Planner?

July 13, 2022

A financial planner can help you develop a plan to meet your long-term financial goals. A financial planner will work with you on things like:

- Creating and implementing a budget that helps you manage your money better and reduce debt

- Managing your investment portfolio so it grows over time while remaining in line with your risk tolerance

- Preparing for retirement by establishing an appropriate mix of stocks and bonds

- Helping you choose the best type of account for saving for college or other education expenses

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