How Can a Financial Planner Help You?

A Financial Planner Will Show You How to:

* Set realistic goals and take steps to achieve them

* Decide what type of insurance you need

* Save for your children’s education and training

* Plan and save for retirement

* Build an estate to leave to your family

* Save and invest in smart ways that reduce your taxes

Be ready to discuss a broad range of topics, including:

* Your personal situation (including your job, where you live, whether you are married, and whether you have children or other dependents)

* Your goals (and when you want to reach them)

* Your current investments (how much money you already have saved or invested)

* Your tolerance for risk (how much risk you are willing to take investing)

* Your debts (including any mortgage, car loan, student loan, credit cards, business loans)

* Your insurance (including life, disability, or health insurance, and whether you have paid for this personally or through work)

* Your taxes (including income tax, property tax, and tax on your investments)

* Your will (if you have one, the planner will want to review it)

* Your estate (how much money and property you will leave behind after your death and what you would like to do with it)

Back to Nor-Star Financial Home Page