financial planner
DefinitionAn investment professional who helps individuals set and achieve their long-term financial goals, through investments, tax planning, asset allocation, risk management, retirement planning, and estate planning. The role of a financial planner is to find ways to increase the client's net worth and help the client accomplish all of his/her financial objectives.
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financial planner is ...
... part of the Retirement subject.
... part of the Retirement subject.
Related Terms
financial planning, Linsco Private Ledger (LPL)
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