Simply Balanced Solutions Blog

4 types of financial helpers: which is best for you?

8/30/2017

CreditCards.com
By: By Brady Porche

January 4, 2017 - Whether facing a mountain of debt, a flurry of tax papers or just needing budget advice, there’s someone out there who can lend a helping hand. But with all the different types of financial professionals out there, sometimes it’s hard to figure out just who can help with what.

Financial practitioners can assist people with just about any money situation. The specialties of these individuals can overlap, and some folks fill more than one role, so it’s important to know who to call when you’re in need. The four types of financial helpers listed below cover a lot of bases.

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10 Steps To The Financial Advisor Who's Right For You

2/17/2017

INVESTOR'S BUSINESS DAILY
By: LAWRENCE CARREL

Have you ever looked at your finances and wondered if you're doing the right things to get you to retirement or other financial goals? If the feeling persists, it's probably time to run your plan by a qualified financial advisor.
But which one? There are many financial advisors and types of advisors both near and far. To find the right one you need to insist on the right qualifications and ask the right questions.
Investor's Business Daily spoke with experts in the industry to hear what they think are the most important things a potential client should do before choosing a financial advisor:

1) Get a referral. Almost all experts recommend getting referrals from friends, family and respected professionals. Ask people at a similar level of income and assets to make sure the advisor can handle your situation.

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SIMPLY IN THE NEWS

4 types of financial helpers: which is best for you?

CreditCards.com
By: By Brady Porche

10 Steps To The Financial Advisor Who's Right For You

Page Maintained by: Jennifer Shulman

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Categories

SIMPLY IN THE NEWS

4 types of financial helpers: which is best for you?

CreditCards.comBy: By Brady Porche

10 Steps To The Financial Advisor Who's Right For You

Page Maintained by: Jennifer Shulman

Archives

Categories

CreditCards.com
By: By Brady Porche