Financial Planner

Financial Planner

A financial planner advises his or her clients regarding various aspects of personal finance that includes: cash flow management, retirement planning, investment planning, risk management, insurance planning, tax planning, estate planning and business succession planning.

Personal financial planning is broadly defined as a process of determining an individual's financial goals, purposes in life and life's priorities, and after considering his resources, risk profile and current lifestyle, to detail a balanced and realistic plan to meet those goals. The individual's goals are used as guideposts to map a course of action on 'what needs to be done' to reach those goals.

Financial planners can provide the Florida Senior Legal Guide to clients or make it available to them as an aid in assessing their needs in specific areas of long-term planning.  Once these needs are defined, the financial plan becomes easier to assess and develop.

If you are a Financial Planner or a company providing financial planning or investment advisory services to clients, you will want to purchase quantities of the Florida Senior Legal Guide for distributing the guide to clients and prospects.