Tips For Choosing A Financial Planner
Are you in need of the advice and guidance from a professional financial advisor or a financial planner? There are many different types of things that a financial planner can assist you with when it comes to your finances. Here are some tips on how to find a good financial planner to keep in mind during your search:
Look At Their Qualifications & Services
One thing that’s important to do when searching for a financial advisor who can assist you is to inquire about their qualifications and to research their services. Not all financial planners and financial advisors have the same types of qualifications, background, or offer the same types of services. That’s why it’s important to do your homework and to find out what their areas of expertise are and how they can help you.
Find Someone Who’s Knowledgeable
Another tip to keep in mind when looking for a financial planner is to try and find a financial expert who is knowledgeable and good at teaching you about financial matters. Financial advisors are supposed to be like teachers, in a way, who can explain various financial matters to you and help to educate you on finances, investments, and so on, so that you can create a financial plan and achieve your financial goals.
Interview Multiple Financial Planners
Lastly, it’s always a good idea to interview multiple financial planners, not only one, before you make a decision as to who you feel is the best fit for the job. The reason is because it’s hard to know just based on their qualifications and reviews which one is going to be a good fit for you and your financial needs; you need to meet with people first before you can more accurately assess which one seems like they’ll be the most helpful.
I'm Michael Rebischke, and as a wealth advisor, my job is to help you manage your financial affairs, and put a plan in place so you can focus on enjoying the life you want to life. As life continues to evolve, the impact of every financial decision is greater than ever. I work together with my clients, providing them with easy-to-understand recommendations, and helping them implement them every step of the way.