San Diego Financial Planner, 5 Must Ask Question

5 Question You Must ask Before You Hire a Financial Planner

1)What experience do you have?

How long have they been in practice. Can they give you five references of people they have helped for over five years?

2) What are your qualifications?

You want someone who knows insurance, investments, the stock market, taxes, estates, economic trends. Be careful of CPAs misrepresenting themselves as Financial Planners. They are tax experts, unless they have the licenses and certifications, which are covered in the E-Book - 20 Insider Secrets to Finding the Best Financial Planner in San Diego

3) What services do you offer?

Mostly Financial Planners do not sell stocks, insurance or securities unless they have a special license to do so. Do you want someone to only give advice or to be more proactive?

4) What is your approach to financial planning?

Make sure your planner's viewpoint on investing matches yours. If you are not comfortable with high risks, your planner needs to respect that. Make sure rules are clearly spelled out as to the method and amount of investing the Financial Planner proposes at any given time.

5) How will I pay for your services?

You want to make sure you have it all in writing in language and terms you understand. Will they work on salary, commission only, a fee basis or a combination or the three?

For 10 more questions you should ask in the initial interview phase to ensure they are the right Financial Planner for you go to our website and request the FREE E-Book 20 Insider Secrets to Finding the Best Financial Planner in San Diego

by: S Young

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