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Setting Goals

Financial planning will help you figure out your current money situation and how to get where you want to be financially. A financial advisor can help you put together a comprehensive financial plan that includes information like your current financial situation, tax and estate planning, insurance, current and future sources of income, and investments and risk tolerance. In investing, generally the higher the potential return, the higher the risk. So, if you want higher returns, you have to be prepared to accept the risks that go along with them.

Visit Working with an Advisor to learn more about how to develop an investment plan and download free tools and resources to help you make smart and safe investment decisions.