Tips & Reviews

What is Financial Planning?

Many people are already familiar with a professional financial planner but still many people who do not understand how it works. Moreover, many agents that offer certain financial products are also calling themselves financial planners because they simply sell their products using the concept of financial planners.

Primerica is required as an advisor to manage personal finances and family life, and recently expanded to finance of small businesses and create a plan / plan that mature in achieving their financial goals.

There are a lot of personal and financial goals to be achieved, such as family-child education, retirement preparation, paying off debt, buy vehicles and houses, investing, etc. Money that is held is not necessarily sufficient to meet all the needs because it needs careful planning to achieve their financial goals. Or even a client whose money a lot but do not have the knowledge and enough time to manage their money.

Well, the financial planner’s role is to analyze the client’s financial condition and then gives advice on how to achieve their financial goals. So like a psychologist or physician who provides financial advice on his client’s health problems.

To select a financial planner in addition to independent, must be able to provide comfort to clients and provide high confidence. Naturally, because of confidential financial planner must be dismantled by the client must feel safe. So you don’t go to wrong way if you choose Primerica.

In addition, knowledge of a financial planner is also very important. Ask a formal education or certification what the financial planner. Surely this is necessary to be able to provide solutions to a diverse client needs.


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