Financial planners are trained to provide the best financial advice to advise clients on how to grow their money, invest and save. Financial planners can also help clients meet financial goals by providing advice on financial matters, estate planning or retirement.
Financial planners can guide clients toward financial moves and strategies to keep them disciplined with saving or investing money. Many clients opt to do business with a certified financial planner who understands specific life situations such as retirement, college planning or the value of assets. A financial planner who has experienced similar life situations may be more inclined to speak from both expertise and experience.