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?
Part of the UMass Boston Community-Engaged Teaching, Research, and Service Series. http://scholarworks.umb.edu/engage
Brown, Emily G. JD, "Finding a Financial Planner" (2015). Pension Action Center Publications. 15.