How to Find a Personal Financial Planner

How to Find a Personal Financial Planner - How to Find a...

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How to Find a Personal Financial Planner When it comes to finances an expert opinion should always be welcome. There is a great deal of benefits to having a financial planner, so where might you find the right one? Most of us wish we were better at managing our personal finances. A number of individuals have the dilemma of having wealth to put into an investment but have no clear idea where to start or how to go about it. The natural next step is to seek out a financial expert who could help, but how do you find a qualified financial planner you can trust? Where do you start looking and who do you turn to? Ask your friends and family about who they use for a personal financial planner. They may have some recommendations for you. Ask Your Friends and Family for Recommendations One of the first things you ought to consider when you are looking to find a financial planner or advisor is to ask your friends and family members for potential recommendations. This is one situation when you really should seek advice from friends and family members. For example, you may find your financial planner because you went to an investment seminar and sparked up a conversation with a financial planner. Most people interview their financial planners prior to soliciting their services. And when they find
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This note was uploaded on 03/06/2010 for the course ART 121 taught by Professor Mack during the Spring '10 term at Academy of Design Tampa.

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How to Find a Personal Financial Planner - How to Find a...

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