There is a sea of financial advisors, so how do you pick the right one?
The National Association of Personal Financial Planners (NAPFA) has been one of the country’s leading professional associations of financial advisors since 1983. The goals of NAPFA and it’s members are 3-fold: 1) to be the beacon for independent, objective financial advice for individuals and families, 2) to be the champion of financial services delivered in the public interest, and 3) to be the standard bearer for the emerging profession of financial planning.
As such, the National Association of Personal Financial Planners has created ‘The Pursuit of a Financial Advisor Field Guide’ for those seeking out an advisor. The Guide is an ultimate resource for finding a financial advisor who will work in your best interests. The Field Guide features information on preparing for your search, the questions to ask, evaluating your advisor, and much more.