Ask Terry Questions finding a retirement planner

finding a retirement planner

By Terry Savage on June 18, 2016 | Financial Planning / Retirement

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.

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