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What to Ask Your Financial Planner

Submitted by staff on Thu Feb 11, 2010 7:54pm.

What to ask a financial planner Finding a good financial planner can be a daunting task. However, if you take the time to methodically go about the task, then a lot of guess work can be taken out of the equation. Here we provide good tips to help ... Read more »

What Can Financial Planners Do for You?

Submitted by staff on Thu Feb 11, 2010 7:50pm.

How a Financial Planner Can Help You Like most people, you have a financial vision or do you? Have you really thought about your long term hopes, dreams and life goals not only for yourself but for family as well? If not, then it is high time you ... Read more »

What Do Financial Planners Do?

Submitted by staff on Thu Feb 11, 2010 7:47pm.

Overview A Financial Planner or Personal Financial Planner is a practicing professional who helps people to deal with various personal financial issues in regarding proper planning in the following areas: education, retirement, investment, risk ma... Read more »

The Basics of Financial Planning

Submitted by staff on Thu Feb 11, 2010 7:44pm.

Getting Started Welcome to our financial planning guide at FinancialPlanners.com! It is our goal to take the guesswork out of what it is to plan your finances and what it is to have a professional “financial planner” do it for you. To begin, ... Read more »

Questions to Ask Your Financial Planner

Submitted by staff on Tue Feb 2, 2010 11:38am.

When you are starting out with a new financial planner, it can be difficult to determine whether it's a right fit. You need to find a financial planner who is honest, trustworthy, and hardworking. You also need someone who has your best interest i... Read more »

The Importance of Financial Planners

Submitted by staff on Tue Feb 2, 2010 11:18am.

While not everyone needs a financial planner, most people face the question of whether to hire a financial planner to help manage their finances. The importance of financial planners varies from person to person, but the only way to determine whet... Read more »

CPA? PFS? How to Determine What Type of Financial Planner You Need

Submitted by staff on Tue Feb 2, 2010 8:29am.

In the world of financial planners, there are many titles and credentials to differentiate between the different types of financial planners. Some financial planners haven't received any training or accreditation while others have invested in year... Read more »

How to Find a Financial Planner

Submitted by staff on Tue Feb 2, 2010 8:09am.

Managing your finances can be a daunting task. There are things to organize and file, taxes to pay, budgets to set and meet. Some people can  manage their finances on their own, but many people need the guidance and direction of financial planner... Read more »