There are probably lots of financial planners on this board as well as the related boards. However, the real question is what financial issue/problem do you need to solve?As I have always suggested, a financial planner is a generalist; maybe even the captain of your financial team. At a minimum, other team members include:1. accountants (general & tax)2. insurance broker (life/health & prop/casualty)3. attorney(s)4. investment analyst/specialist/broker5. bankerIf your life is a financial mess or otherwise requires a complete review & overhaul; then by all means seek out a CFP; conversely, if you have a target issue; then go directly to the targeted professional who specializes in solving that issue.TheBadgerP.S. Further, I am still of the belief that financial planners should be paid to PLAN; not to do. The instant the planner also provides the solution; one creates an unavoidable "conflict of interest" which may or may not be in the client's best interests.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra