Don’t be Afraid to Ask! 10 Questions to Ask your Planner with guest Barry Ames CFP
Financial planners can help you plan for retirement, find the best way to finance a new home, save for your child’s education or help put your finances in order. Whatever your needs, working with an appropriately qualified financial planner is a crucial step in helping you meet your goals.
Join Lynn and Barry as they discuss the questions you can ask when you interview and evaluate planners to help you find a competent, qualified professional with whom you feel comfortable.