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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