What to consider when choosing a financial planner As we journey through life—from our first jobs to marriage and children, retirement and planning our estates—it is essential to have a certified financial planner. They can guide us through every stage in life, helping us to save enough and leave a legacy for our loved ones. You need to consider a number of factors when looking for a trusted person to partner with. These pointers will help you find someone you can relate to and ask to become your adviser. Professionalism Accredited financial planners spend many hours on their continuous professional […]