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Find a Financial Adviser You Can Trust

May 05, 2009

Ask yourself some questions. Start with this one: What kind of advice are you actually looking for? Do you want someone to take an in-depth look at whether you're on track for retirement and, if not, lay out a plan that can help you better prepare? In that case you may need a CFP[® professional] or CERTIFIED FINANCIAL PLANNER[™ professional].

Money Magazine
Walter Updegrave
May 5, 2009

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Did You Know?

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 themselves 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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