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BECU Financial Advisor

 


Picking a Financial Planner

At some point you may turn to a financial advisor for help with your retirement plan. How can you ensure that you find a planner that will have your best interest in mind?

Start by identifying a couple reputable companies and meet with an advisor from each to describe your situation.  Find out what their qualifications are and if they have the experience and skills to help you. You want someone that is a good fit for your particular situation. You can do a background check at FINRA.org.
Last but not least, the advisor should be able to tell you how he or she will be compensated.  Is the advisor paid on commission based upon the types of investments you have or are they a salaried employee?  Either way this is a long term relationship so take your time.  


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12/04/2012 10:47AM
Picking a Financial Planner
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