Retirement Planning : About Financial Planner Services
A financial planner can help a person decide how much insurance they need, how much money they need to save and what vehicles to put their money in to accomplish these goals. Discover how to use a financial planner to prepare for retirement with help from a licensed insurance agent in this free video on retirement planning and personal finance.
Expert: William Rae
Contact: www.hbwfl.com
Bio: William Rae has been licensed in the insurance and financial fields for more than 30 years.
Filmmaker: Christopher Rokosz
Duration : 0:1:24
Recommended Reading
- Financial Retirement Planning, A First Look
- Who is the best company to go with for financial planning?
- Financial planning 101
- Plan Your Future – Financial and Retirement Planning | Dallas, Austin, San Antonio, Houston
- CFP Board’s Financial Planning Clinic – Boston, 2007
- Succession Planning Blueprint (ebook)


