There are some great checklists for choosing a financial advisor. The good ones include asking about education, professional credentials, how long they’ve been in the business, and what services they offer. But some of the most important information you’ll need isn’t on a checklist. And it’s very hard to find. You can’t ask it in a question and count on a reliable answer. Your gut or the financial planner’s other clients might be able to answer it. But some of these planners might not even have clients yet. So what is it?
Can you trust the planner?
Because if the …Read More