|Choosing a Financial Planner|
|Choosing a financial planner to help
manage your savings or investments is one of the most
important steps you can take toward good retirement
planning. A competent and ethical financial planner can
guide you skillfully toward your retirement goals. But it
is also risky to entrust your finances to others, and it
is easy to wind up with the wrong person giving you
advice. We hope that the links below will help you to
make a good choice.
|Avoid Conflicts of Interest||Learn about conflicts of
interest that financial planners often fail to disclose,
which can threaten your best interests. Short discussion
by ElderNet includes tips on how to avoid choosing a
planner with a conflict of interest.
|International Association for Financial Planning||Helpful guide to understanding
the process of choosing and working with a financial
planner, from the national office of IAFP.
|Ten Questions||The Certified Financial Planners
Board of Standards walks you through the selection
process by identifying ten questions you should ask your
prospective financial planner, and discussing how to
interpret the answers.
|Tutorial by Investor Guide||Investor Guide explains what
kind of training is represented by professional titles in
financial planning, then offers tips on how to interview
a planner and lists specific resources (many online) for
finding a planner in your area.
|Fort Pitt Capital Group||Well-organized,
detailed analysis of how to interview and select a
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