Document Type
Fact Sheet
Publication Date
6-27-2015
Abstract
This fact sheet provides information on how to find the right financial planner to help you meet your retirement planning goals. This fact sheet suggests things to consider prior to picking a financial planner and answers questions like:
- What do financial planners do?
- How do you know if you need a financial planner?
- How do you find the right financial planner?
- What type of professional title does a financial planner have?
Community Engaged/Serving
Part of the UMass Boston Community-Engaged Teaching, Research, and Service Series. http://scholarworks.umb.edu/engage
Recommended Citation
Brown, Emily G. JD, "Finding a Financial Planner" (2015). Pension Action Center Publications. 15.
https://scholarworks.umb.edu/pensionaction_pubs/15
Included in
Banking and Finance Law Commons, Finance and Financial Management Commons, Gerontology Commons, Retirement Security Law Commons