Investment planning is an important part of financial planning. It involves understanding your current financial preparedness, identifying your future financial goals, and developing a plan to achieve them. Investment planning refers to aligning your investment to your financial goals.The major services include capital raising and advisory, lending and financing, card solutions, merchant services, payments/receivable management, equipment financing/leasing, liquidity management, retirement and benefit plan services, investment solutions and management, trade services, mergers and acquisitions, …