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MoneyMatters - Your Guide for Financial Security
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You may be considering help from a
financial planner for a number of reasons, whether it’s
deciding to buy a new home, planning for retirement or
your children’s education, or simply not having the time
or expertise to get your finances in order.
Whatever your needs, working with a
financial planner can be a helpful step in securing your
financial future.
The questions in this brochure will help you interview
and evaluate several financial planners to find the one
that’s right for you. You will want to select a
competent, qualified professional with whom you feel
comfortable, one whose business style suits your
financial planning needs. An interview checklist has
been included for your convenience.
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