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.
Page Maintained by: Jennifer Shulman
Jennifer is committed to helping her clients as well as other folks improve their daily financial circumstances by providing simple financial solutions.