I read your comments about choosing a financial planner but in addition, I am wondering if there is a way to check (other than references) on the credibility and reliability of a financial planner? There is the BBB for businesses and there are sites that rate hotels and restaurants. Is there anything like this for financial planners?
Terry Says: Oh yes, there’s a wonderful new website just formed for the purpose of helping you find a planner, and knowing what questions to ask. It’s definitely the place to begin your search for a Certified Financial Planner: www.CampaignforInvestors.org.