I think you'll find the most qualified professionals are registered investment advisers and CERTIFIED FINANCIAL PLANNER[™ professionals]. Both take a fiduciary duty to put your financial interests ahead of theirs. With commissioned financial products and marketing gimmicks out there, this is an important protection….
CFP[® professionals] differ from brokers, insurance agents and most financial advisers in that they look at your finances holistically. They can help you with your insurance coverage, tax situation, savings strategies and estate planning. Read more >
August 27, 2011