How should you choose a financial planner?
Download our guide: 10 Reasons Why You Should Work With a CFP® Professional

Finding a financial professional, or even evaluating the one you currently use, is a hard task. There seem to be so many in the marketplace working for different companies.

This brief guide shows you:

  • Not all financial professionals are equal.
  • The importance of a professional designation.
  • Who is legally required to put your interests first.

As a bonus, we'll send you additional messages to aid the decision-making process.

Take the guesswork out of choosing a financial professional. This guide shows you how.

There are so many questions when it comes to comparing financial professionals

  • Should I choose a large company and team, but risk being a "number" versus a client?
  • Should I work with a small company where I'll always be known by name?
  • Is there a difference between a financial advisor, planner or even stockbroker?
  • Generalist or specialist? Is there anyone who specializes in it all? (Hint: Yes, there is!)

In addition to this guide, we'll also send you some emails to help you understand what these differences mean for you and your decision-making process. We won't spam you, but rather provide useful information in guiding you to make the best decision.