Financial Planners
Financial planners are professionals who help individuals and businesses manage their finances. They provide guidance on budgeting, saving, investing, and retirement planning. By assessing a client's financial situation, they create personalized strategies to achieve specific financial goals.
These planners often hold certifications, such as Certified Financial Planner (CFP), which indicates their expertise in the field. They may also assist with tax planning, estate planning, and risk management. Overall, financial planners aim to enhance their clients' financial well-being and help them make informed decisions about their money.