You may be considering help from a financial planner for a number of reasons. Whatever your needs, working with a financial planner can help you. You should interview and evaluate several planners to find the right one for you. You will want to select a competent, qualified professional with whom you feel comfortable. Here are the most important questions to ask your prospective planner.
What is your educational background and what experience do you have? Find out what areas of study your planner has pursued; how long the planner has been in practice; and the number and types of companies …Read More