Finding a trustworthy financial advisor
|November 15, 2015||Posted by Marcia Mantell under The Book|
Most women would benefit from having a financial advisor help us with our planning for retirement. But, only about one-third of women in the US have a financial planner or advisor. That’s a lot of us going it alone.
Advisors can help you be a better investor and get more comfortable with money topics and prepare for retirement. Depending on the kind of help you’d like from an advisor, I can assure you, there is match out there for you.
Download the “Finding a Financial Advisor” information sheet and match your style of money management to the choices listed. You’ll get a good idea of the kind of financial advisor that might work for you. Are you:
- Very involved in your personal finances?
- Somewhat involved in your personal finances?
- Didn’t know I had personal finances!
Don’t hesitate to interview prospective financial advisors and make sure you are comfortable talking to him or her. After all, it is your money!