Do I Need A Financial Planner?

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Jeffrey Johnson is a legal writer with a focus on personal injury. He has worked on personal injury and sovereign immunity litigation in addition to experience in family, estate, and criminal law. He earned a J.D. from the University of Baltimore and has worked in legal offices and non-profits in Maryland, Texas, and North Carolina. He has also earned an MFA in screenwriting from Chapman Univer...

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UPDATED: Sep 15, 2020

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We strive to help you make confident insurance and legal decisions. Finding trusted and reliable insurance quotes and legal advice should be easy. This doesn’t influence our content. Our opinions are our own.

Editorial Guidelines: We are a free online resource for anyone interested in learning more about legal topics and insurance. Our goal is to be an objective, third-party resource for everything legal and insurance related. We update our site regularly, and all content is reviewed by experts.

You can do a basic “needs analysis” on your own using the resources provided here or with a simple computer program or do-it-yourself book. But, if your needs are complex, or you want guidance from a professional, there are numerous trained financial planners who will provide an analysis. Some “fee only” planners charge for an objective analysis and do not sell anything. Still others charge a fee and credit you back with any commission they earn from any insurance or other financial products you purchase based on their recommendations.

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