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when they first engage a financial planner, will have saved sufficiently. the financial advisor can demonstrate the amount of savings a client needs to achieve their goals as well as the investment risk that will produce a particular rate of return. most importantly, an advisor will help clients...
What is a financial planner?Financial planners, on the other hand, specialize in creating comprehensive financial plans for their clients, taking into account various aspects like savings, investments, insurance, retirement and estate planning. The range of services offered by financial planners can ...
Laurie Itkin, The Options Lady, is a financial advisor and certified divorce financial analyst (CDFA). She specializes in wealth management and divorce financial planning.
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