Compass
|
Bates & Company, Inc.
|
Loan & Distribution Specialist AimPoint Pension
|
AimPoint Pension
|
Regional Vice President of Sales The Retirement Plan Company
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Five Questions to Ask a Financial Planner Before Investing
U.S. News & World Report Apr. 3, 2013 "[W]orking with a competent professional is still the best chance many people have to achieve a comfortable retirement.... Here are a few qualifying questions you should ask if you are thinking about hiring a financial planner: [1] What are your qualifications, and how do these qualifications benefit me? ... [2] What exactly do you do for your clients? ... [3] What is the income and asset level of your typical client? ... [4] How are you compensated? ... [5] Do you know anybody who can help me with other services?" |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |