Comments on: Finding a financial planner http://www.foximus.com/finding-a-financial-planner/ How to make and manage money Sun, 27 Jul 2008 09:38:45 +0000 http://wordpress.org/?v=2.5.1 By: Aimee http://www.foximus.com/finding-a-financial-planner/#comment-139 Aimee Mon, 21 May 2007 19:19:18 +0000 http://www.foximus.com/finding-a-financial-planner/#comment-139 Great advice, thanks for your input Dave! Great advice, thanks for your input Dave!

]]> By: Dave http://www.foximus.com/finding-a-financial-planner/#comment-124 Dave Sun, 20 May 2007 18:05:55 +0000 http://www.foximus.com/finding-a-financial-planner/#comment-124 When you interview a financial planner or any service provider always ask for some references and then call them and ask them questions like "have you been satisfied, how long have you been with X advisor, has he ever given you some bad info, etc." If your adviser works hard for you and you can trust him then you want him as a partner. Same goes for a Tax adviser, estate planner, attorney, etc. You don't want a generalist to do a job that belongs to a specialist. When you interview a financial planner or any service provider always ask for some references and then call them and ask them questions like “have you been satisfied, how long have you been with X advisor, has he ever given you some bad info, etc.”

If your adviser works hard for you and you can trust him then you want him as a partner. Same goes for a Tax adviser, estate planner, attorney, etc. You don’t want a generalist to do a job that belongs to a specialist.

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