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What Does a Financial Planner Do?

A financial planner helps customers organize finances and make recommendations for the future. While a financial planner can save you large amounts of money and put you on a course toward security, there are different ways to build funds for your life goals.

Here’s a closer look at what a financial planner can do for you.

What Does a Financial Planner Do?

financial planner helping with future

A financial planner advises customers about saving strategically, including opening retirement accounts, refinancing recommendations and maintaining emergency funds.

Here are some other ways a financial planner may provide assistance:

Now that you know what a financial planner does, you need to decide whether or not hiring one is right for your financial situation.

Financial Planners: Pros & Cons

digital savings

Here are some reasons to hire a financial advisor:

If you have an intimate understanding of your goals, opportunities and present financial picture, you may not need to consult with a financial planner.

A financial planner may not be the best option for you if: 

Like many financial decisions, hiring a financial planner comes down to your present financial situation and understanding your long-term goals.

Learn to Save with Synchrony Bank

Whether or not you decide to hire a financial planner, you will find security and award-winning customer service at Synchrony Bank. Our accounts are FDIC-insured up to $250,000 per depositor for each ownership category, so you know your money is protected.

Call us at 844-345-5789 or open a savings account and start saving for your future today.



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