Professional financial planners
A)help by establishing personal financial goals.
B)are only for wealthy investors.
C)are skilled at offering simple solutions to complex financial problems.
D)make financial decisions for investors.
E)are best utilized during retirement years.

Question

Quizplus · Accepted Answer

Professional financial planners work with individuals to establish personal financial goals. They help create a customized plan that takes into account factors such as income, debt, expenses, and investment goals to help ensure that individuals can reach their financial objectives. Financial planning is not just for the wealthy, but for individuals at any stage of their financial journey. Financial planners are skilled at identifying complex financial problems and developing customized solutions for their clients. They do not make financial decisions for investors, but rather provide guidance and recommendations to help individuals make informed decisions about their finances. While financial planning is important throughout one's life, it is especially important during retirement years when individuals may be relying on their savings to support their lifestyle.

Professional Financial Planners