No. of Recommendations: 0
Hi, Harryot

There is a good discussion of criteria on choosing a financial planner in the book "How to live well and retire early on less than a million dollars" by Gillette Edmunds. I'm sure there are other books out there also. Basically he states that by carefully choosing a fee based financial planner you can get inexpensive objective advice. You don't have to do it alone. Avoid "free" consultation with a commission based insurance saleman selling an expensive product that doesn't fit your needs.
Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.