Can you recommend some tips on finding and choosing a good financial planner? My wife and I are both in our late fifties and would like to get some professional advice to help us better prepare for our retirement years.
With all the different financial planners, advisors and services available today, finding and choosing a trusted professional who can help you meet your financial goals can be confusing. Here are a few suggestions to consider.
Where to Look
A good place to start your search is by asking friends or relatives for recommendations. If you do not know anyone who can give you a referral, and you are looking for broad-based financial advice, hire a Certified Financial Planner...More