Investment: Hiring a Financial Planner
Hiring a Financial Planner: Where to Go to Check Credentials & Professional Standing -- what do all of those affiliations and letters on a financial planners business card really mean? How can you check if a planner has the training and experience to help you manage your financial decision-making? Here is a single resource with all the information you need to do your homework before hiring a planner. To order a free copy of this Women & Money guide, call the National Center on Women & Aging: 1-800-929-1995. [available via Adobe Reader ]
When & How To Choose a Financial Planner -- this booklet focuses on the areas in which financial planners can offer help. It emphasizes that the process of working with a financial planner should be looked upon as a partnership, and encourages the reader to become an informed and involved client. To order a free copy, write to:
The National Endowment for Financial Education
5299 DTC Blvd.
Suite 1300
Englewood, CO 80111-3334
Ten Questions To Ask When Choosing A Financial Planner -- with this information, you will be able to interview like a professional. The booklet provides not just the questions and what to expect but a detailed script to equip you to choose a financial advisor whom best fits your needs. To order a free copy, call the Federal Citizen Information Center: 1-888-878-3256
Tips, Tools, & Tactics: Best Resources home page
Brought to you by:
The National Center on Women & Aging for the POWERCenterPlease email us with your comments or questions.
