Do You Need a Financial Planner?
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When it comes to the money you've worked so hard for, it's important that you find a professional that can help you manage it. What is your plan? Is it realistic? Has it been implemented yet? If so, are you monitoring it closely?
Certified financial planners are experienced with retirement planning, inheritance planning, trusts, and much more. Other circumstances in life might require large financial decisions, such as planning for the birth of a child, funding college, or dealing with a divorce.
Trust the professionals
When you purchase a home, you trust a broker. When you feel ill, you visit a doctor. When you eat out at a restaurant, you even tip the waiter to ensure proper service. Why wouldn't you trust your finances with a professional?
To put this in perspective, one financial advisor from Morgan Stanley-Dean Witter once told me that the reason he enjoyed his job was because of the close relationship with his clients. He noted that, outside of the family doctor or attorney, few other people can impact their future in such important ways.
Financial Planners Have Real Experience
Real CFP's must pass rigorous exams and meet ethical guidelines. They have at least three years of experience, and must continually complete 30 hours of new training every year to keep up to date on the latest financial knowledge.
They are also networked to other professionals in the industry who can provide strong insight to market trends.
Overall, a financial planner has more time, resources, and experience than an individual investor.
Find a Financial Planner Near You
Respond.com can give you access to Financial Planners in your area. Fill out a form, and you will be matched to a planner that meets your specific needs.
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