Recent Posts

How Do I Choose A Financial Planner?

Over the past two weeks, I’ve explained what financial planning is and the right time to hire a financial planner.
Today I want to share how to actually choose a financial planner. A lot of people want to work with a financial planner who is competent and credible, but there are some other key characteristics you want to look for that may be out of the norm.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.