Savings and Investments

Financial Planners and Investment Advisors

Why should we use a financial planner?

For people who are too busy to invest the time and energy involved in researching the myriad of financial options available to them, a planner may represent the one-stop source of information that busy individuals need. Also, using an outside adviser may help enforce the sort of discipline that is needed to reach one’s financial goals and may help steer you in the right direction.



Be selective when choosing a financial planner. Not all people who describe themselves as such are fully qualified, and some may charge excessive fees for their services.

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