Financial planner

Personal finance
Credit · Debt
Mortgage Car loan Charge card Credit card Unsecured personal loan Rent-to-own Student loan Pawn Title loan Payday loan Refund anticipation loan Refinancing Debt consolidation Debt rescheduling Bankruptcy
Employment contract
Salary Wage Salary packaging Employee stock ownership Employee benefits
Retirement
Pension Defined benefit Defined contribution Social pension Social security
Personal budget and investment
Financial planner Financial adviser Financial independence Estate planning Target date fund
See also
Bank Cooperative Credit union Universal basic income
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A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning.

As a general rule, a financial planner’s work can:

• integrate into the range of professional services (eg: lawyer, accountant); or
• integrate into the offer of a range of financial products and services (eg: financial advisor, insurance agent); or
• not be integrated into other products or services, providing stand alone financial planning.