Tuesday, December 22, 2009

Choosing a Financial Planner


By Karen Saley, Extension Specialist, Pinellas County Extension

Securing your financial future can sometimes seem a little complicated. There is a lot of information available to you in books, magazines, classes and of course on the internet that can help you with a financial plan. Still with all that knowledge at your fingertips there are times you may feel you need to talk with a professional. Choosing a reputable financial planner is key when it comes to finding the right person to help you get to where you want to go. Here are some questions you should ask any professional.

  • How many years have you been in practice?
  • What are your qualifications?
  • Will there be a written contract?
  • How do you calculate your fees?
  • How long should the work take to complete?
  • Will you be delegating any of the work?
  • May I have referenced to contact?

There is little regulation of the financial planning industry and many people claiming to be experts simply are not. Interview several financial planners, get references from friends and family and check with professional organizations before you sign on with a financial planner.

For more information:
National Association of Personal Financial Advisors (NAPFA)

Financial Planning Association (FPA)

Society of Financial Service Professionals


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Company and product listings do not represent endorsement by either: Pinellas County Extension, Pinellas County or the University of Florida / Institute of Food and Agricultural Sciences.