A financial plan can be very helpful in creating a clear financial picture.
Financial Planners help with…
- Insurance
- Long-Term and Short-Term Debt
- Retirement Planning
- Investments
Where do we start?
- Look for a planner with experience in your area of interest.
What is an “area of interest?”
- Someone who can help you create a plan based on where you are now and where you want to be in the future.
Where can I find more information?
- You can view the records of any financial planner on FINRA.org. You can also consult your accountant.