A financial planner is a qualified investment professional who helps individuals and corporations meet their long-term financial objectives. They assess the financial health of their clients, develop a comprehensive financial strategy, and help in areas such as investment management, estate planning, retirement, insurance needs, and taxes.
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About the author
Jenna Lofton, MBA is a stock trading and investment expert with over a decade of experience in the financial industry. She began her career as a financial advisor on Wall Street and now helps everyday investors make smarter financial decisions through StockHitter.com.
Her insights simplify complex financial topics into actionable strategies for beginners and seasoned traders alike.