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 financial planner.


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