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Should You Go To A Financial Advisor For Health Care Help?

Oct 29, 2013

If it wasn’t already difficult saving for retirement, uncertainty about the cost of health care has become a major concern. Would you turn to a financial advisor for guidance?

Perhaps, but you’ll need to do some vetting to figure out if your advisor is the right choice.

“You want that expertise, that knowledge of the healthcare options, but you need that peripheral vision of a [CERTIFIED FINANCIAL PLANNER™ professional] to understand the tax impact, the cash flow impact, all the other ways in which your health care impacts your total financial picture,” says Eleanor Blayney, [CFP®,] consumer advocate for the Certified Financial Planner Board of Standards. “Find somebody who really can look over all the factors of your financial situation.” Read more >

NBR CNBC.com
Sharon Epperson
October 29, 2013
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Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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