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Friday, November 30, 2007

Choosing a Financial Planner

If you are in the market for a financial planner, here are ten questions that you may want to ask your candidates before you choose an advisor.

How many years have you been in business?
Can you describe your typical clients?
What is your ratio of support staff to professional staff?
What is your reputation in the field and in the community?
Can we meet at your office? (You’ll learn a lot about his or her personality)
Do you understand what the advisor tells you or does he or she talk over your head?
Do you have a clean record?
What are your investment methods?
May I get referrals from other clients you have?
Do I have to sign a contract?

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