Licensed Financial Wealth Planner

A financial wealth planner helps customers plan for their future by discussing investment options that can help them reach personal and family goals. They periodically meet with clients to discuss their financial portfolio and recommend adjustments as needed.

They also do interview the clients to determine their current income, expenses, financial objectives and tax status, and how much health, home, car or other types of insurance coverage they would like to purchase. They will help clients figure out how much insurance they can afford, as well as how much coverage they need to ensure their loved ones will be cared for upon their death.