Your guide to financial services and planning

We've helped 184 customers hire a financial planner in the past year.

Planning ahead

Things to know before you get started.
6 Steps to Hiring a Financial Planner
  1. 1. Perform interviews

    Set up an appointment to speak with two or three advisors to get an idea of their personalities and planning styles.

  2. 2. Hire smartly

    Choose a certified financial planner near you. Check the planner’s pay structure to ensure the fees suit your budget.

  3. 3. Be secure

    Run a complete background check on your financial advisor. Determine what type of software protection is used to guard your personal information.

  4. 4. Share your plans

    If you have a specific goal in mind, such as saving for a house, share that goal with the planner. Many financial planners specialize in a specific type of planning, so find one who supports your goals.

  5. 5. Ask to confirm

    If you are not being treated in an acceptable manner, choose another planner. Financial planners are available for all income levels and savings goals.

  6. 6. Be logical

    If a financial planner states that his or her services always outperform market averages, choose another planner. Unrealistic expectations make it difficult to trust the professional when plans fail.

Tips for success

Discover tips from our pros, helpful articles, and insider information.

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