If you're
looking to secure your financial future, you need to consider working with a
financial planner.
- Certification and Experience: Make sure the financial planner is certified with the CFP board and has the necessary experience to provide the services you need. Ask the advisor about their experience and certifications, and if necessary, check to verify their credentials. You can verify Certified Financial Planners at: https://www.cfp.net
- Services Offered: Ask the financial planner what services they provide and make sure they're a good fit for your needs. This could include investment management, retirement planning, estate planning, and more.
- Fees and Compensation: Ask the financial planner how they're compensated, and make sure you feel comfortable with the fees they charge. Ask if they're affiliated with any companies or products that would influence the advice they give.
- Strategies and Investment Approach: Ask the financial planner to explain their investment strategies and approach to financial planning. Make sure it aligns with your risk tolerance and long-term goals.
- Communication: Communication is key when it comes to working with a financial planner. Ask how the financial planner will communicate with you and how often. Make sure you feel comfortable with their proposed communication plan and that it fits with your needs.
Having a financial
advisor is an important to consider helping you in securing your financial
future. Make sure to do your research and ask the right questions to ensure
you're working with the right person for your needs.
https://brokercheck.finra.org/
https://www.sec.gov/check-your-investment-professional
If you would like to receive more information on making smart money moves for your future, be sure to contact us today!
