October 1997
Journal of Financial Planning;Oct97, Vol. 10 Issue 5, p19
Academic Journal
The article presents a survey which examines consumer use and satisfaction of financial planners. The survey was conducted by three Wright State University professors. Of the consumers who had used the services of a financial planner at least once (46 percent of those surveyed), the service most used was tax return preparation. Insurance planning was next, followed by investment analysis, tax planning, state planning, personal budgeting, and credit management. Retirement planning was not even mentioned as a service, though it was listed under "Reasons for Seeking Financial Planning Advice," in second place right behind helping to reduce taxes. Eighty percent of those surveyed were either very satisfied or somewhat satisfied with the planner services.


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