Working With An Expert Financial Advisor
Planning for one's financial security should generally begin early in one's earnings and savings life, if possible. That's why working with an expert financial advisor can be so important to a person's retirement and savings health. It's a fact that many of the choices that are made early in life, when it comes to money, can have a large impact later in life, like just before retirement - whenever that is.
What then, are some of the actions a person should take before deciding upon the financial advisor who will help guide him or her through the intricacies of finance and planning for investing and eventual retirement? For starters, a person should never just pick out the first so-called "advisor" who pops up on an Internet search engine's results page. There are a lot of con artists out there and never so much so as in the finance and investments industries.
Always check on a planner's credentials, certifications and memberships in professional associations. No planner worth his or her salt will hesitate at providing background information. In fact, the good ones all encourage potential clients to look at their bona fides carefully before making a decision. Generally, any planner at one of the large financial services companies will have all these attributes.
This is not to say that only the largest companies have planners who meet all requirements, though. There are many independent advisors who are just as competent. Also, advisors and professional advisor firms always seek to make sure they're registered with federal or state securities bureaus and that they've properly filled out Form ADV Parts 1 and 2. The final copy of it can be viewed online at the Securities and Exchange Commission's (SEC) government website.
Failing to exercise reasonable and prudent caution when it comes to working with an expert financial advisor can be a recipe for failure down the road. With the amount of information freely available on the Internet or via a simple phone call about any of these people, it would be a crime not to take the time to check. And from there, selecting an advisor will be a matter of picking from among the best on the market. - 23199
What then, are some of the actions a person should take before deciding upon the financial advisor who will help guide him or her through the intricacies of finance and planning for investing and eventual retirement? For starters, a person should never just pick out the first so-called "advisor" who pops up on an Internet search engine's results page. There are a lot of con artists out there and never so much so as in the finance and investments industries.
Always check on a planner's credentials, certifications and memberships in professional associations. No planner worth his or her salt will hesitate at providing background information. In fact, the good ones all encourage potential clients to look at their bona fides carefully before making a decision. Generally, any planner at one of the large financial services companies will have all these attributes.
This is not to say that only the largest companies have planners who meet all requirements, though. There are many independent advisors who are just as competent. Also, advisors and professional advisor firms always seek to make sure they're registered with federal or state securities bureaus and that they've properly filled out Form ADV Parts 1 and 2. The final copy of it can be viewed online at the Securities and Exchange Commission's (SEC) government website.
Failing to exercise reasonable and prudent caution when it comes to working with an expert financial advisor can be a recipe for failure down the road. With the amount of information freely available on the Internet or via a simple phone call about any of these people, it would be a crime not to take the time to check. And from there, selecting an advisor will be a matter of picking from among the best on the market. - 23199
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posted by X - Men @ 5:57 AM
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