financial planner

There are many roads to the top of the mountain. For those who want to get to the top of the financial mountain, knowing which paths lead upward instead of down can make the difference between long roads circling the base, or shorter roads winding to the top. A financial planner is generally someone who can help you find the roads and make wise decisions on which ones will lead to the top, and of which mountain.

Since there are so many financial planners around, here are some tips from the Wall Street Journal in choosing an advisor that is right for you:

1. Look for a financial adviser who is a certified financial planner (CFP). They're licensed and regulated, plus take mandatory classes on different aspects of financial planning.

2. Consider the planner's pay structure. A planner who earns money based on commission rather than a flat, hourly rate could have an incentive to steer you in a particular direction.

3. Read the code of ethics that your financial planner adheres to. Look for the word "fiduciary" and language that requires planners to look after your best interests.

Keeping these suggestions in mind will help guide you straight up the financial mountain. Bloggers speaking about financial planners can be found at sites like financialplan.

by outdoorsurvivalguy Are you a writer, passionate about this or any other topic? Join Blogcritics!

Original Technorati articles tagged “financial planner”

• in Finance
  Financial Fiascos A Young Couple With Debts Should Evade
  Young couples do not derail your future.
  by khowardtechnorati / on Apr 12, 2011

Latest blogosphere posts tagged “financial planner”

 

• Wells Fargo Advisors – Red Bank, NJ – Financial Advisor Trainee – Finance job

  
  — Authority:
  Related ads Job Description Wells Fargo Advisors offers an 8-month paid precision program, full medical, dental, vision, 401(k) matching, paid in instalments remuneration incentives as well as an worker batch squeeze choice plan. We suggest the rival salary that in the 2nd year would go in to the disappearing salary ...
  3 days ago

• In Defense of Financial Advisor Fees

  
  — Authority:
  I was a fee hater. Like a younger, more handsome John Bogle, I would rail on fees. I’d stand on every rooftop screaming about avoiding fees at all cost. For this reason, when I was a financial advisor, I provided what I thought was top-notch service and undercharged for it every day. How much did I charge? My ...
  5 days ago

• Private Wealth Admin II SA Job at Citizens Financial Group, Inc. – Manchester, NH

  
  — Authority:
  Responsibilities of Private Wealth Admin II SA Job Provide active use to high-net-worth investment as well as certitude clients in a group environment. Apply believe of investments, trusts, as well as deposition product solutions to support Account Officers with ensuring clients’ monetary as well as use ...
  1 week ago

• Wealth Strategy Associate Job at UBS – Seattle, WA

  
  — Authority:
  The pass tasks of your job as the Wealth Strategy Associate includes the following: Relationship Management Assist Financial Advisors in client/prospective customer meetings by actively listening to conversations, upon condition which applicable methodical information, as great as receiving correct records to ...
  1 week ago

• Women and Financial Insecurity

  
  — Authority:
  From How to Get Out of DebtA recent article in the online version of the Wall Street Journal caught my attention. It was called “Clients From Venus.” Source It began by pointing out that women are becoming increasingly involved in personal finance. “Women control $8 trillion in assets in the U.S., and by 2020 ...
  1 week ago

• 5 Things To Know Before Hiring A Financial Planner

  
  — Authority:
  Many people consider themselves a financial planner, but a true financial planner is an individual who has earned the proper credentials by obtaining the essential training and experience. Before hiring a financial planner, individuals should know some information about the planner to help them choose qualified and ...
  1 week ago

• Certified Financial Planner Certification Course

  
  — Authority:
  A CFP certified financial planner having a certified financial planner certification is a professional financial planner who has received a high level of qualification in the industry of financial services containing certified financial planner course material and thus is qualified enough to do certified financial ...
  3 weeks ago

• Taking a Reverse Mortgage

  
  — Authority:
  As you already know, like owning a house, “senior U.S. can bring a special home equity loan called a reverse mortgage. Reverse mortgages can be taken by senior homeowners age 62 or older. The money received by the person of … Continue reading » Taking a Reverse Mortgage is a post from: Affordable Reverse ...
  3 weeks ago

• Debt Consolidation By Diamond Financial Group

  
  — Authority:
  A large number of companies have joined the business of debt consolidation and the Diamond Financial Group stands tall amongst its competitors. The company offers the attractive services like life insurance and annuities. In addition, the company gives the option of debt consolidation and debt management. The online ...
  3 weeks ago

• 3 tips for finding a financial planner

  
  — Authority:
  Investing isn’t a piece of cake. If it was, we’d all be rich and our stomachs would be much too full. Any investment is a risk — even the safest investments can carry a little. Sometimes it’s best to have a professional handle your money. Certified financial planners are schooled in the investment world. But ...
  3 weeks ago

• Financial Planning Process,My Financial Planner,Financial Planners In India

  
  — Authority:
  MyFinPlanner Provides Complete Online Solution for Financial Planning, Insurance Advisory, Tax Planning, Mutual Fund Advisory, Stock Advisory, Child’s Future Planning and Retirement Planning Programs in India. MyFinPlanner is an experts group of Online Financial Planner, Insurance Planners, comprehensive financial ...
  4 weeks ago

Comments about financial planner