For anyone seeking a financial advisor, proper research is crucial. Financial advisors can assist you in managing your money and meeting future financial goals such as retirement or buying a home.
It is important to note that those who call themselves a “financial planner” are not required to have any sort of training or education, so look for advisors who are designated as a CFP, or Certified Financial Planner. This certification involves rigorous testing and continuing education requirements.
Ask thorough questions of each potential planner, consider whether or not the fee structure suits your income, and do not fall for a slick sales pitch.
And remember, it makes dollars and sense to check the planner’s record with the BBB.