What questions should I ask a financial planner?


First, ask about his or her experience with people in a similar situation to yours. Second, ask about education and certifications. Third, ask about the breadth and depth of products offered. Fourth, ask how he or she is compensated for services. Finally, always be sure to check that the financial planner is fully licensed and in good standing.

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Created by reddoormetro 7 weeks 1 day ago – Made popular 6 weeks 6 days ago
Category: Finance   Tags:

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