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Financial Planner

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Financial Planner
A qualified investment professional who helps individuals and corporations meet their Long-term financial objectives by analyzing the client's status and setting a program to achieve that client's goals.
    
He helps people to deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: Cash flow management, education planning, retirement planning, investment planning, Risk management and insurance planning, Tax planning, estate planning and business succession planning (for business owners).
    
Financial planners specialize in Tax planning, Asset allocation, Risk management, retirement and/or estate planning. Also known as a "Registered Financial Planner," when the financial planner is registered with the Registered Financial Planner Institute (RFPI). The Certified Financial Planner (CFP) Board of Standards certifies financial planners.
Posted by  ebs Finanzakademie GmbH, PrĂ©vis AG
 
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