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Q. What does a financial planner do? I already have a broker and a lawyer.
A. A broker provides investments; a lawyer provides legal advice and can draft
documents. A good financial planner will help you coordinate all of the areas of your
financial life (protection, savings, and growth) and work with your broker, lawyer,
accountant, and other advisors and develop the best overall strategies for you. A good
planner is an essential member of your personal team.
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I’m interested in a review of my current life insurance,