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Definition of financial planner in English: financial plannernoun A person whose job is to manage the personal finances of clients. he hired a financial planner to make sure he was doing everything required to retire comfortably and meet his family's financial needs Example sentencesExamples - Tony, a financial planner who advises the couple, has been helping them establish their foundation.
- Nowadays it's easy to find financial planners who can steer you around companies that sell tobacco or run gambling facilities.
- Either way, to set up a 401(k) plan, or some other tax-deferred retirement plan, you need to speak with a financial planner or your accountant.
- As you engage in your tax planning, whether you're a professional or an entrepreneur, seek out advice from top-flight accountants, tax attorneys, and financial planners.
- The financial planner helped Smith map out a plan enabling him to retire from his post as director of marketing at age 48.
- Financial planners have been forever telling us that international diversification is good.
- Financial planners advise that those considering large purchases such as buying a home get a grip on their debt first.
- According to Ballentine, a certified financial planner, asset diversification makes sense in every type of economic climate.
- Let's say you do have $5 million, and you and your financial planner decide that a professional money manager is the way to go.
- Speakers include local bankers, insurance agents, realtors and financial planners.
Definition of financial planner in US English: financial plannernoun A person employed to manage the personal finances of clients. he hired a financial planner to make sure he was doing everything required to retire comfortably and meet his family's financial needs Example sentencesExamples - Nowadays it's easy to find financial planners who can steer you around companies that sell tobacco or run gambling facilities.
- According to Ballentine, a certified financial planner, asset diversification makes sense in every type of economic climate.
- Either way, to set up a 401(k) plan, or some other tax-deferred retirement plan, you need to speak with a financial planner or your accountant.
- As you engage in your tax planning, whether you're a professional or an entrepreneur, seek out advice from top-flight accountants, tax attorneys, and financial planners.
- Financial planners advise that those considering large purchases such as buying a home get a grip on their debt first.
- Financial planners have been forever telling us that international diversification is good.
- Speakers include local bankers, insurance agents, realtors and financial planners.
- Tony, a financial planner who advises the couple, has been helping them establish their foundation.
- Let's say you do have $5 million, and you and your financial planner decide that a professional money manager is the way to go.
- The financial planner helped Smith map out a plan enabling him to retire from his post as director of marketing at age 48.
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