How to Find a Financial Advisor

Finding a financial advisor can be as easy as going to the Yellow Pages, selecting two or three names, and telephoning them. Of course you...

Is Your Investment Advisor a Money Manager?

Advisors, reps, and agents all have specific roles, but it can be very confusing when they are vying for control of your assets. One of...

How to Identify a Real Financial Advisor

There are financial advisors, investment advisors, money managers, financial consultants, financial planners, retirement planners, and investment representatives. All of them want to invest your assets...

Is My Financial Planner Ethical?

Most investors say investment performance and trustworthiness are the two most important characteristics of a financial planner. Performance should be easy to monitor if your...

Is My Retirement Planner a Salesman?

Selecting a high quality retirement planner, who can produce a realistic retirement plan, is one of the most important financial decisions you will ever make....

Why Select a Certified Financial Planner™

The number one designation in the financial planning industry is CFP® (Certified Financial Planner™). This designation requires a substantial amount of study and the successful...

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