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...

Find a Financial Advisor or They Will Find You

What is safer? You can find a financial advisor on your own or you can select a financial advisor who finds you. The easy way...

Can You Trust Your Financial Planner?

A financial planner has a license to steal. Everyone needs a financial planner who can develop an integrated strategy that will help them achieve their...

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