5 questions to ask your financial planner

Financial PlanningHere at Taylord Financial, we understand the importance of finding the right financial planner for your needs, goals and life stage.

In a recent article published  by Money & Life it was highlighted the importance in checking that your chosen planner is professionally licensed and qualified to provide you with advice.

This article states the five questions to ask a financial planner at your first meeting:

1. “Are you a member of the Financial Planning Association (FPA)?”
2. “Are you a CERTIFIED FINANCIAL PLANNER® professional?”
3. “Is your firm licensed to provide financial advice?”
4. “How do you charge for your services?”
5. “What’s your specialty?”

Financial Planners who are an FPA member, CERTIFIED FINANCIAL PLANNER® professional or an FPA Professional Practice can be found on the FPA Website
Click here to find Dereks

Source: Money & Life, 7th Feb 2017

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