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What service does a financial planner provide

User Oldskultxo
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2 Answers

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many financial planners provide estate planning advice and tax planning services.
User Jolly Jumper
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It depends on the type of financial planner. First, many planners offer investment advice. Also, many advisors will help you plan your college savings and retirement portfolios. Third, some of the advanced wealth managers will also help you with income taxes and your estate plan.

User Jason Harris
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