How To Right A Business Plan When you first seek out the help of a f.p., you might be looking strictly at investment advice and guidance. But as your wealth grows and your financial situation becomes more complex, you might need a more comprehensive set of services. Choosing a financial planner who can also provide tax advice and estate planning services will make it easier to keep your finances under control as you move down the road to financial freedom and retirement.
Planners need to register with a variety of state and Federal agencies, so it is important to check the registration status of every financial planner you interview. Each state has a different set of licensing laws and disclosure requirements, so you will need to check the requirements in your own state and make sure the firm you are considering is properly registered and licensed.