Many consumers automatically discount hiring someone to help manage their wealth because they’re afraid it’s too costly or they don’t meet a certain earnings threshold, but there are experts available to help people of all income levels.
“There are so many financial advisors that you don’t have to settle…. you don’t have to have a huge net worth [to work with one],” says Marcia Miller, president of Wealth Planning Services.
When evaluating potential money managers, experts advise verifying candidate’s education, experience and ethic requirements and that they have passed a series of examinations administered by the Certified Financial Planner Board of Standards.
You want to find a CERTIFIED FINANCIAL PLANNER™ [professional] (CFP® professional) with a broad-based knowledge of the financial industry, recommends Susan Fulton, founder of FBB Capital Partners. Read more >
April 12, 2013