About Financial Planner Services

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A financial planner can help a person decide how much insurance they need, how much money they need to save and what vehicles to put their money in to accomplish these goals. Discover how to use a financial planner to prepare for retirement with help from a licensed insurance agent in this free video on retirement planning and personal finance.

Part of the Video Series: Retirement Planning
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Video Transcript

I've been licensed for well over two decades in the insurance field and financial planning. Today we're going to talk about what is financial services. What can a financial planner offer you? Interesting you should ask that. In today's environment we have many people out there who have various different designations behind their name, such as a certified financial planner, a chartered financial planner, chartered senior financial planner, adviser. What do all these acronyms mean? Most of them simply extend and back up the schooling that the planner has been to. What do financial planners actually help you with, many things. A planner can help you decide how much insurance you might need, how much money you need to save, what vehicles you need to put your money in to accomplish the goals you want to accomplish. Financial planning is absolutely essential as far as I'm concerned. Unfortunately too many people today plan all sorts of things such as their vacations, where they're going to live, the jobs they're going to have, but they fail to plan for their retirement and they fail to plan for their investments. That's what an adviser will do for you. My name is Bill Rae and I am helping you build wealth.


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