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How to Choose a Financial Planner

Money Talks News Logo By Patrick Villanova of Money Talks News | Slide 2 of 6: Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals. This can involve multiple areas of finance, from investing and retirement to taxes, your estate, insurance and more. Financial advisers who manage investments for clients often double as planners themselves, offering their services on a stand-alone or recurring basis.

Understanding Financial Planning Services

Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals. This can involve multiple areas of finance, from investing and retirement to taxes, your estate, insurance and more. Financial advisers who manage investments for clients often double as planners themselves, offering their services on a stand-alone or recurring basis.

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