| Financial Planner | |
 A qualified investment professional who assists individuals and corporations meet their long-term financial objectives by analyzing the client's status and setting a program to achieve these goals. They are specialized in tax planning, asset allocation, risk management, retirement and/or estate planning. Also referred to as a "Registered Financial Planner," when the financial planner is registered with the Registered Financial Planner Institute (RFPI). |
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 Interview at least three financial planners before choosing the person right for you. And, be sure to get the answers to the following questions:
1. What are your credentials?
2. Can you give me references?
3. What do you charge?
4. What is your area of expertise?
5. Will you act as my fiduciary?
6. What services can I expect?
7. How will we settle disputes?
The Certified Financial Planner (CFP) Board of Standards certifies financial planners. To check the status of a certified financial planner and for a guide to choosing the right person for you, visit the CFP Board of Standards website or call toll free (888-237-6275). Also, there are several associations to help you find a member in your area: the Financial Planning Association (FPA) (800-282-PLAN) and the National Association of Financial Advisers (NAPFA) (888-FEE-ONLY). |
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 Shopping For A Financial Advisor - Deciding on who will guide your investments is an important choice. Learn what you should look for so you get what you need. Choosing An Advisor: Wall Street Vs Main Street - A high-profile brand name alone won't meet your personal investing needs. We show you what else to look for. Dispelling The Myths Surrounding Financial Planners - Raise your returns or lower your losses; these often misunderstood specialists can guide you. Tips for Resolving Disputes With Your Financial Advisor - Before you blame your advisor for your losses, be sure you know your rights and responsibilities. The Rise Of The Fee-Only Financial Advisor - The way your financial advisor is compensated may play a big role in the quality of service he or she provides. |
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