Email this LII item:

10 Questions to Ask When Choosing a Financial Planner
"The questions in this brochure will help you interview and evaluate several financial planners to find the one that's right for you." Includes an interview checklist, information about how to investigate the disciplinary history of a financial adviser, and details about how to find a local financial planner. The information in this brochure is provided by the Certified Financial Planner Board of Standards (CFP Board). From the Federal Citizen Information Center (FCIC).
http://www.pueblo.gsa.gov/cic_text/money/financial-planner/10questions.html

Asterisk * indicates required field.

*
*
*
(separate multiple addresses with commas)


*