How to Choose the Right Financial Planner for Your NeedsJune 5th, 2014
If you can cater your financial planning services to your needs, it will help you get the best results. Use the following tips to figure out which kind of financial planner you need for help with your current financial situation.
Ask for Recommendations
Start your search for a planner by asking around in your social circles for advice. If you can find someone in a similar financial situation to recommend a planning firm to you, you can narrow your selection and make it easier to find the right firm for your needs.
Look Into a Financial Planner’s Operation
Some financial planners earn their money on commission based on what they earn from their clients. Financial planners who earn commission might suggest something that will bring them the most money instead of something that is the best for your financial situation. It is better to work with a firm that does not earn money based on commission so you can get the best advice for your specific situation.
Do Some Research
Once you have found a planner that seems to meet your needs, you should spend time researching their reputation. Do an Internet search of the planner’s name to see if they have any complaints issued against them. Reading reviews from people who have utilized their services gives you a better idea of how well they can handle your needs.
Meet Them In Person
It is important that you and your financial planner work well together. The only way to determine if your personalities fit is to meet with the planner in person. Set up an appointment where you can talk about your situation and what you hope to achieve with it. If you like the way the person handles the information, you can feel more comfortable working together.
At The CPA Firm of Flowers, Rieger & Associates, P.L.L.C, we want to help you make the most of your finances so you can live a comfortable and secure life. Since 1984, our firm has offered tax help from qualified CPAs who are dedicated to helping you. Call (520) 327-8706 to get started today.