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No. of Recommendations: 3
To start, ask people like you if they can recommend a planner. You want to find a planner with successful experience advising clients in the same stage of life as you. Second, I'd make sure they have a fiduciary duty to you - to only recommend strategies and investments that benefit you first and not them. Corollary to that, fixed rate non-commissioned advisors who make money by selling you solid advice and not particular investments.

Here are a couple resources that might help:

It can be daunting to entrust your financial future to a stranger. And it's tough knowing where to turn for help because a changing marketplace has blurred the line between insurance salesmen and your stockbroker. So what should you look for?

The National Association of Personal Financial Advisors ( is a good place to start:

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics. It's all a part of the mission of NAPFA. The association provides support and education for over 3000 practitioners all over the country and is governed by the NAPFA Board of Directors and supported by our four Region Boards.

NAPFA members live by three important values:

• To be the beacon for independent, objective financial advice for individuals and families.
• To be the champion of financial services delivered in the public interest.
• To be the standard bearer for the emerging profession of financial planning.

Here's a couple more guides:

I bet you'll discover a few themes common to all these guides.

Who would also use LinkedIn to discover clients in addition to any references provided who might be willing to give you their opinion...

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