We welcome your comments on how we can make this site more useful. You are now leaving this site to link to another location that is not maintained by the Federal Government. The Federal Government takes no responsibility for and exercises no control over non-government sites, the view that may be represented, or the accuracy, privacy policies, copyright or trademark compliance, or the legality of any material contained on those sites. Today, many middle-income earners find the wise management of their money a complex and challenging affair. They are often not sure of the best way to manage their finances, nor do they have much time to devote to this purpose.
Financial planners offer advice and develop financial plans and goals for their clients.
They are able to sort out finances, set up cash management plans and budgets, design educational funds, plan retirement programs, and decide where and how much a client should invest. Financial planners can be found working for banks, insurance companies, accounting firms, employee benefits departments, brokerage houses and other financial firms. In addition, many financial planners choose to work for themselves, either singly or as members of a firm of financial planners. The business of financial planning is growing and will continue to grow along with the number of families and businesses which are expressing concern about future economic trends and the need for wisely planned investment strategies. Increasing public sensitivity to changes in the economic climate has the American public aware of the necessity of professional financial guidance now, more than ever.