Summary
If you lack the time, expertise or confidence to choose investments and insurance policies or plan for college or retirement, you're not alone. Many people feel overwhelmed or intimidated by the prospect of planning their finances. That's where financial advisors come in.
Financial advisors, also called financial planners or investment consultants, can provide a broad base of personal financial services. To begin your search for a good one, ask friends, family members and colleagues who are at similar stages in life and have similar net worths for their recommendations. It's also a good idea to get recommendations from financial professionals, such as your accountant or insurance agent.See the full content of this document
Extract
How to . . . Choose a Financial Advisor
Because this service is so important, take your time and interview a few financial advisors. They typically will grant you a free initial consultation. You should be able to glean some information from thi...
See the full content of this document
Sponsored links
