How To Find a Financial Advisor

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Photo credit: cohdra from morguefile.com

These days everyone is worrying about money. Maybe you need business planning advice or are worried about your retirement portfolio.  Perhaps you really need comprehensive financial planning advice.  In cases like theses, sometimes it is best to seek out a professional financial planner.

You want to find a planner that can help you create a plan to stay on track to reach your goals.  Once the basic plan is outlined they then will often look at other areas to see where they can make other recommendations that will increase the likelihood of you reaching your goals.   Areas they might look at are estate planning, taxes, and retirement planning.  You are going to want to ask your financial planner a lot of questions. Make sure they really understand your finances, and are not just trying to sell you products and services that you may not need.  It may be helpful to find out how your financial planner is paid – are they paid based on a flat rate? or commission based?

Above all, make sure you are completely honest with your financial planner.  They can only help you if they know your total financial situation.  Don’t feel ashamed or embarrassed  – they are there to help you get back on track!   I found a site called WiserAdvisor.com that will help you find an advisor in your area based on your specific needs!

With WiserAdvisor.com you will get:

  •  Customized and Timely Responses
  •  Pre-Screened and Member-Referred
  •  Services Matched to Your Needs
  •  Fast. Easy. Secure.


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