Financial Planner Mistakes
The Top Five Mistakes You Should Avoid When Selecting a Financial Planner When selecting a financial planner you create a vital decision that determines how your financial prospects develop. Selecting a suitable financial planner will help you create wealth while reducing risks to fulfill your financial targets but picking an inappropriate one may produce substandard investment choices and monetarily damaging results. The following list identifies the main five errors you should prevent during your financial planner selection process. 1. Not Checking Credentials and Qualifications Direct link People perform one of their largest financial missteps when they neglect to check both the certifications and qualifications of their financial planner. For financial planning services it is essential to seek a qualified professional who holds at least one certification between CFP, CFA and PFS. The financial planning credentials demonstrate how planners passed exhaustive industry requirements e...
