Find a retirement financial service near Corona, CA

Find a retirement financial service near Corona, CA

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Find a retirement financial service near Corona, CA

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Q & A

Answers to commonly asked questions from the experts on Thumbtack.

How do you find a good attorney for wills?

To find the best attorney to create your will, start your search on Thumbtack. With Thumbtack, you can quickly locate lawyers near you. As you’re browsing through potential attorneys you might hire, read their profiles to find out which ones specialize in will creation and estate planning. Then, contact a few of them to request cost estimates.

How much is a financial planner?

On average, financial planners charge $100-$150 per hour for their services. However, hourly rates can range from $45-$200 per hour. 

It’s important to note that financial planners and advisors may set their prices differently. For example, they may charge: 

  • Hourly rates
  • Flat fees 
  • Retainer fees
  • Commissions
  • A percentage of assets under management

Before you hire a financial planner or advisor, get cost estimates from several professionals near you. And ask them to explain how their pricing works and how they get paid.

What questions should you ask an attorney about wills?

When you’re creating a will and looking for a potential lawyer, ask plenty of questions. For example, ask:

  • How long will it take to draw up a will?
  • How much do you charge for will creation?
  • How do you set your prices? Do you charge hourly rates?
  • How long have you been practicing law, specifically estate planning and will creation?

What is a fee-only financial planner?

A fee-only financial planner is paid directly by their clients. This is different from financial planners who charge a commission through the products they sell. Typically, fee-only financial planners charge flat rates, hourly rates or a percentage of the assets that they manage for the client.

In the personal finance industry, the fee-only model is considered to be the most transparent because it puts the client’s interest first. Fee-only financial planners are also considered fiduciaries because they’re required to consider what’s in the best interest of their client, according to the National Association of Personal Financial Advisors.

What does a financial planner do?

Financial planners have various specialties and backgrounds. Ultimately, they can help you analyze your finances and help you make a plan to reach your financial goals.

If you need help with your retirement savings, taxes, debt, investments and other aspects of your finances, consider hiring a financial planner near you.

What is the difference between a financial planner and a financial advisor?

Some people use the terms “financial planner” and “financial advisor” interchangeably to describe professionals who help people manage their finances. But there are some differences. 

“Financial advisor” is a more broad, general term than “financial planner,” according to Investopedia.  Financial planners create plans to help you meet your long-term goals, and financial advisors help manage your finances, investments and/or accounts. You can consider a financial planner as a type of financial advisor.

You should always research a potential financial planner or advisor before you hire them. Get details on their areas of expertise, credentials, certifications, education, fees and more to ensure you're hiring the best professional for your needs.

What should you ask a financial planner?

When evaluating potential financial planners and advisors to hire, it’s important to do your research — and ask plenty of questions. Here are some questions you can ask before making a decision on who to hire: 

  • How much do you charge for your services?
  • How do you set your prices and fees? What is your fee structure?
  • Are you a fee-only financial planner?
  • Are you a fiduciary? 
  • What certifications, degrees, designations and credentials do you have?
  • What is your area of expertise (e.g., retirement, taxes, investments, etc.)
  • How long have you been a financial planner?
  • Do you have any references I can contact?
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