Tag: researching a financical advisor

What Are Those Letters After Your Name? Credentials for Financial Advisors Explained

Alphabet soup. It’s a real thing. And it’s a problem. Alphabet soup refers to the abundance of acronyms typically found after a professional’s title. Doctors,...

Should I Hire a Financial Planner?

I’m not rich. I’m not even close to retirement. I’d love to start planning for the future, but I don’t know where to start. Should...

10 Characteristics of the Best Financial Advisors

Whether you’re seeking your first financial advisor or replacing a terminated advisor, you need a process that helps you select the best financial advisors and...

What to Look for When Researching a Financial Advisor

Just as you would do before hiring a heart surgeon or anyone who provides a critical service, conducting proper due diligence is a must before...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.