Financial Advisers and Planners? What Do They Do?Financial Advisers and Planners review current financial situations and assist in designing a plan to maximize and protect assets. They will review Retirement Planning, Estate Conservation, Tax Strategies, Long-term Health Care Programs, and Financial Management. They look to see where you are, where you are heading and what's in your best interest. The cost of their services vary, but if their commissions aren't sufficient and require you to pay additional fees, you might be with the wrong adviser or planner.Banks and insurance offices often offer planning services. Many of them are not certified and charge large maintenance fees for your account. Check carefully what fees are charged and how your account and assets will be handled. It's your estate.
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