Home & Family Finance
How to Hire a Financial Planner
Susan Tiffany, CCUFC
/ May 9th, 2018
If you’re like many people, you may be tempted to hire the first financial adviser you meet. Or, maybe you’ll get a recommendation from family members or friends. You probably won’t even do a background check.
Make sure you’re not entrusting your college, retirement, or life savings to the wrong person. Here’s how to find a financial adviser who is a good fit for you and your finances:
Talk to an investment professional or ask for a referral at your credit union.
Neither the publisher nor the author of this article is a registered investment adviser. Readers should seek independent professional advice before making investment decisions.