Tag: CFP

Retirement Ready: Finding a Fiduciary CFP Near You
July 25, 2025 Off

Retirement Ready: Finding a Fiduciary CFP Near You

By The Admiral Staff

To find a qualified financial planner for retirement, the author recommends searching the CFP Board’s website (letsmakeaplan.org) for Certified Financial Planner (CFP) professionals in your area. It’s crucial to ensure the planner is a fiduciary, meaning they are legally obligated to act in your best financial interest. The article provides a list of questions to ask potential planners to assess their credentials, services, approach, client types, fees, and potential commissions, and advises verifying their certification and disciplinary

Navigating Financial Advice: A Guide to Finding the Right Advisor
March 13, 2025 Off

Navigating Financial Advice: A Guide to Finding the Right Advisor

By The Admiral Staff

The article explores how to choose a financial advisor, noting the term is broad and encompasses various types with different qualifications. It outlines six categories: wealth managers (for high-net-worth clients), brokers/investment advisors, Certified Financial Planners (CFPs), Chartered Financial Consultants (ChFCs), financial coaches, and robo-advisors. The piece emphasizes the importance of understanding advisor fees, recommending fee-only advisors (who operate under a fiduciary duty) over fee-based advisors (who