Blog
Garry Kwan - Jul 22, 2021
Blog
Posted on: July 23, 2021
Do I need a Financial Planner? It's a simple question .... the answer can be more difficult. Financial planning means different things to different people. It includes advice and planning of your Investments, Taxes, Retirement, Insurance & Estate, and Budgeting. Unfortunately, there are a lot of people who call themselves financial planners, but who don't have the skills, knowledge or experience to truly help you. How do you find someone who can? Look for the CFP designation!
