Tag: financial planner

Investment Advisor or Financial Advisor – Is There a Difference?

Sometimes the titles that investment advisors and financial advisors give themselves are indicators for the types of services they provide. Why do you need indicators?...

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...

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...

5 Ways to Identify Fake Financial Planners

It is fair to say every family in America needs a financial planner. A high quality plan is your roadmap to a secure financial future:...

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