Financial Planners

Financial planners advise their clients on many aspects of finance. Although they seem to be jacks-of-all-trades, certified financial planners do not work alone: they meet with their clients' other advisers, such as attorneys, accountants, trust officers, and investment bankers. Financial planners fully research their clients' overall financial picture. After meeting with the clients and their other advisers, certified financial planners analyze the data they have received and generate a written report that includes their recommendations on how the clients can best achieve their goals. This report details the clients' financial objectives, current income, investments, risk tolerance, expenses, tax returns, insurance coverage, retirement programs, estate plans, and other important information.


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