What are the different types of financial planning services?

Answer by  KathySJ (102)

For individual investors the different types of financial planning services are estate planning, retirement planning, education / college planning, portfolio management, tax planning, risk managment, insurance planning, cash management and investment planning. For business financial planning a number of the categories listed above can be utilized.

Answer by  murphyd17 (103)

Financial planners provide direction on how/where to put you money (i.e. IRAs and retirement funds, investments --stocks, mutual funds, CDs). It's important to diversify and feel comfortable with investment choices.

Answer by  rebecca0515 (434)

Financial planning services can include helping to plan retirement , purchase a home or invest. A planner will help to determine your goals and the best way to achieve them.