How to Find a Financial Planner

6 steps to help you avoid swindlers and find a qualified adviser

October 1, 2008 RSS Feed Print

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6. Listen to their questions. If the planner just asks about your income and assets, be cautious. He or she should want to know far more: about your family, your goals, and your risk tolerance. A good financial planner is someone you hire to help you make your nest egg last in retirement. Your goal, says Virginia Tech's Leech: hiring someone who can make your overall financial life smoother, with less day-to-day angst about money. After all, who needs it?

Tags:: investing,; SEC,; retirement

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The best thing is to go with a referral from a friend or family member. If that is not available, it is best to go with someone who has been in the business for a long time, is easily accessible and has a good amount of experience. I have used Keith Steidle at www.tsfg.com for years now. He has been a huge help to my family by setting up and monitoring or financial plan.

Donald B of NY 10:18AM December 06, 2012

If you're from or close to NJ, These guys are the best.
http://highlandplanning.com/

Chet Stewart of NJ 2:18PM June 21, 2012

I am going to receive a lump sum payout on my Pension in September, and I'm really worried about what annuity I should invest in, or how to go about getting the best that I can rely on.

Cherlyne Laird of MI 8:20AM June 10, 2012