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Research and the time you should put in to getting a financial planner is no different compared to the time and research you should put in finding an excellent family doctor. You're looking after all, for someone you can trust and guide your financial well-being. But should you start your investigation? This informative article will attempt to help you narrow down your search before you pick up the telephone and begin calling prospective coordinators.
As using a family doctor, the most effective place to start your hunt is referrals from family and friends and ask who they work with. The top planners out there will tell they get the majority of their new clients from referrals. You may also use the web to look for coordinators in your area. Several sites out there provide good starting points. The Financial Planning Association (FPA) site includes planners who are fee-only, fee-based, or commission-based. The National Association of Personal Financial Advisors (NAPFA) site just includes those planners who adhere to a strict fee-only settlement model. All three settlement models will be clarified below.

There are four areas to consider: qualifications, experience, how they are compensated, when deciding what kind of coordinator best suits you as well as your own family's financing, and to what regulatory standards must they adhere to.

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