How To Gauge A Financial Planner?
Jonathan Clements of the Wall Street Journal has some savvy tips on what to look for in a planner in an August 13, 2003 piece. "If you think picking investments is tough, try picking an investment adviser, says Jonathan Clements in his “Getting Going” column titled “Fast Talker? Five Ways to Gauge A Potential Financial Adviser.” “Many brokers and financial planners charge too much. Many know too little. And some are crooks,” he continues. “Searching for an adviser? Repeat after me: This is my life savings. I worked hard to amass this money. And I won’t turn it over to an adviser unless I am 100% convinced I have the right person.” So how do you find a top-notch planner? Read the article!
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