Financial Planner

A financial planner is a licensed person with a great deal of training and education in financial analysis, stock and bond markets, money markets and life planning. They are charged with producing a return on our assets while trying to minimize the risk of loss. No financial planner could have anticipated the impact of the recent mortgage lending failure, even though many expected an end. Given the large return available from the sub-prime mortgage market, it was difficult for a financial planner to compete without entering, in some way, sub-prime mortgage trading.

Fast Facts

  • A financial planner cannot charge based on returns, it is illegal
  • The average financial planner earns one to two percent of the value of his client portfolio
  • Hiring a financial planner can produce a great return, but some choose to give this job to their elder law attorney, so they have one less person with whom to work

financial planner - Lawyers, Articles and Q&A

Search Results for "financial planner"

Articles

Results 1-5 of 12 for "financial planner"

  • Will and Inheritance Tax Law

      When someone to write a will is an essential part of elder care planning. It is important for anyone that ha...
    • Site: elderlawfirms.com
  • The Three Step Strategy to Estate Planning

    Results are important, not just the documents. For proper estate planning it is important to have clear, compr...
    • By: Charles Dorwart
    • Site: estateplanninglawfirms.com
    • 2 of 3 user(s) found this useful
  • Age Discrimination at Work for Older Employees

    Unfortunately, Americans still seem undecided about the unique value older workers can contribute to the workp...
    • Site: autoaccidentlawyers.com
    • 1 of 1 user(s) found this useful
  • Credit Repair Scams

    Credit repair scams prey on people who are sinking under huge debt and can’t seem to get out. When the debt s...
    • Site: bankruptcylawfirms.com
  • Estate Taxes

    The old saying “nothing is certain but death and taxes” has been true for ages. However, in the age of estate ...
    • Site: willsandtrustslawfirms.com
    • 1 of 1 user(s) found this useful

Q&A

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From Around the Web

Results 1-3 of 3 for "financial planner"

  • What?

    Wilson and Snell to Seattle; Clement, Cedeno, Pribanic, Lorin and Adcock to Pittsburgh....
    • Site: lefarkins.blogspot.com
  • What?

    Wilson and Snell to Seattle; Clement, Cedeno, Pribanic, Lorin and Adcock to Pittsburgh....
    • Site: lefarkins.blogspot.com
  • Article: Finance 101 - Estate Tax hits few ordinary people

     A recent Associated Press article on the Estate Tax provides some basic background information....
    • Site: lexblog.com
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