financial planner Definition

financial planner

Definition

An 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 planning

Linsco Private Ledger (LPL)

Popular 'Retirement' Terms

annuity
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deferred compensation
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qualified retirement plan
annuitant
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liquid net worth
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financial planner is ...

... part of the Retirement subject.

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