Choosing A Financial Planner
June 14, 2010 by Mark Walters
Filed under Personal-Finance
In your effort to locate the right financial planner for you, you need to meet with and assess candidates. How can you assess them though? You should ask about their experience in terms of length of time and types and numbers of practices with whom they have worked. The candidate should be readily able to explain past experience and it’s relation to their present line. It is also very advantageous to hire a planner who has already experienced a recession or “down” stock market if you will want them to provide investment advice.