Select a Planner
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Selecting a financial planner involves several factors
When you select a financial planner, consider the following factors before making your decision.
- Proper licensing and registrations — Select an individual who is properly licensed to do business in your state of residence.
- Experience, reputation — Find a planner who has experience working with others who are in situations similar to yours. Look for someone who has a good reputation and represents a respectable organization.
- Product familiarity — Identify a planner who is familiar with a wide range of products and services that can be used to help you accomplish your financial goals.
- Method of payment — Some financial planners are paid commissions on the products they sell. Others receive flat or hourly fees for their services and still others can be paid through a combination of fees and commissions. You must decide which of these payment arrangements suits you best.
- Communication — Look for a planner who is willing and able to explain planning strategies and possible solutions and financial products. Good planners also will maintain ongoing contact with you — providing regular reports on the status of your accounts, helping you understand the content of the reports and responding to your questions and concerns.
If you are located in the San Francisco Bay Area and are interested in speaking with a financial planner or have specific retirement, investment, estate or business succession planning questions, we encourage you to speak with one of our partners at Insight Wealth Strategies. You can visit their website www.Insight2Wealth.com or call them at
This is a FREE service to you.
