In the news release, Financial Planning Days Brings Free Financial Planning to Americans in 20 U.S. Cities, issued 01-Oct- 2010 by Certified Financial Planner Board of Standards, Inc. over PR Newswire, we are advised by the organization that the participating cities for October 16 should include San Francisco. The complete, corrected release follows:Financial Planning Days Brings Free Financial Planning to Americans in 20 U.S. Cities Begin actual release body DENVER and WASHINGTON, Oct. 1 /PRNewswire-USNewswire/ -- The Financial Planning Association(R), Certified Financial Planner Board of Standards, Foundation for Financial Planning and the U.S. Conference of Mayors announced that 20 cities will participate in the first-ever Financial Planning Days (www.FinancialPlanningDays.org...
The profession of financial planning has room for plenty of different operating styles, philosophies, techniques, and specialties. For some practitioners, success comes from finding a niche that provides both differentiation and a symbiosis with other planners. A case in point is Boston native Michael Orentlich, CFP, CLU, ChFC, the financial planner who at heart is an insurance advisor. He has found a productive perch in New England's financial planning community as an insurance expert surrounded by asset managers. After initially selling insurance, Orentlich added investments and financial planning into his practice. While he continues to do financial planning, he found that he enjoys the insurance side of the planning much more than asset management. With insurance comprising 90% of h...
Interview at least three candidates. Often, they'll provide a free consultation and ask you to fill out a questionnaire beforehand. The goal is to find someone you trust-an advisor who will listen to your needs, look out for your best interests and not try to sell you unneeded products or services. And don't be afraid to ask for references. Fees: Financial planners can get paid by the hour, by flat rate, by commission or some combination of these. Some people think there's a potential conflict of interest if advisors earn commissions for products they recommend, so ask for full disclosure-they're working for you, not the other way around. Many will deduct other fees from any such commissions. There's a lot to consider when hiring a financial planner, but it's worth the effort. You would...
Jane Young, financial planner, Rotary president Jane Young turned a life-long love for money matters into a successful business as a Colorado Springs financial planner.
DO you need a financial planner? Maybe.
CHOOSING the right financial planner can be one of the most important decisions you ever make. After all, the ideal financial adviser is not just someone who will invest your money -- they should become a close partner in helping you to fulfill your life's dreams. There are many reasons to seek out a financial planner: a pending retirement, selling or passing on the family business, leaving an estate with minimal tax impact, a windfall such as an inheritance, reviewing corporate compensation and stock option plans, planning for a marriage or divorce, saving for college, even handling the loss of a job. When the need arises, think about what you would do if you needed to find the perfect doctor: You would enlist the help of your social network. A good place to start is with your friends,...
CHOOSING the right financial planner can be one of the most important decisions you ever make. After all, the ideal financial advisor is not just someone who will invest your money - they should become a close partner in helping you to fulfill your life's dreams. There are many reasons to seek out a financial planner: a pending retirement, selling or passing on the family business, leaving an estate with minimal tax impact, a windfall such as an inheritance, reviewing corporate compensation and stock option plans, planning for a marriage or divorce, saving for college, even handling the loss of a job. When the need arises, think about what you would do if you needed to find the perfect doctor: You would enlist the help of your social network. A good place to start is with your friends, ...
The question I am asked more than any other is how to find a good financial planner who doesn't charge too much. I always have trouble with this one. Not only does the definition of "too much" vary by income, but good financial planning isn't cheap. Of course, neither is bad financial planning. It's on that last point that I can arm people with questions to ask and qualifications to look for when choosing a financial planner.
To: NATIONAL EDITORS Contact: Chris Wloszczyna, director of public relations of the Certified Financial Planner Board of Standards, Inc., +1-202-379- 2252, cwloszczyna@CFPBoard.org
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