Tag: financial planner

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