Welcome to GetFinancialInfo.Com! You are here: Home | Financial Planning | Planning Basics |

Today is:

# How to Choose a Financial Planner

Before making a final selection, be aware of the various methods of charging fees that planners use. Once you’ve made your choice, do a background and credentials check. Ask to see the planner’s Form ADV. If the advisor is a stockbroker, you’ll also want to check the Central Registration Depository (CRD) records as well. If they’re a lawyer or accountant, check your state’s board associations for those particular professions. And last but certainly not least, contact the Better Business Bureau for any complaints that may have been lodged against the planner.

Be thorough in your search. Do your homework. Your money’s worth the effort to find the right financial planner to help you reach your goals.

# Relative Articles

- Be sure to read the Fine Print
- Potential Scam Warning - Regulation S Firms -
- Advisor or not, You're Responsible
- The Best Time to Start Your Financial Plan is
- How To Use The Power Of The Internet To Defea
- Creating Your Financial Plan
- Are you Liable and don't know it?
- Glossary of Financial Planning Terms
- Why Many Are Bypassing The Financial Ombudsma
- Set Your Goals, Set Your Sights

# Bookmarks

del.icio.us

Digg

Facebook

Newsvine

Reddit

Stumbleupon

Technorati

# SERVICES

- Mortgage
- Loans
- Banking & Credit
- Investing
- Financial Planning
- Insurance
- Taxes
- Accounting
- Bankruptcy
- Business
- Buy to Let
- Legal
- Money
- Retirement
- Sales & Marketing

- Retirement Pension To Small?
- Five-Steps to Successfully Monitoring 401k In
- Retirement Can Be More Rewarding If You Plan
- Tax Credits for Retirement Savings
- It is fun to crack a joke regarding old age a
- Pensions - Goverment Action Required
- Seven Illusions, Delusions
- The Keys to a Happy Retirement

- Why Take a Critical Illness Insurance Policy
- Medical Insurance: The Need of Modern Times
- Mortgage payment protection insurance
- Life Insurance:A Must In Today's Times
- American Express International Healthcare Pla
- Critical Illness: The Answer is Medical Insur
- Critical illness insurance quotes
- The Ways Making Real Money Online

Copyright 2008 GetFinancialInfo.Com