A professional financial advisor may be easier to find than you realize. All the investment firms have them on staff as well as most of the banks. If your finances are large or complicated you may want to consider contracting with an independent financial advisor to guide you through the maze of investments available.
How to go about Looking for Help.
There are a few easy ways that you can look into finding that affordable financial advice. The first place that you can look is in the phone book. This may seem simple, but it's also the easiest way to find something to start with. Once you have a small list of people to call, take a minute and call them to see what they can tell you, and what, or if, they will charge for a consultation. Some financial advisors are going to talk to you for free just to get your business into their door.
Check with friends and business associates.
You may have friends or business partners that have had good experiences with a particular advisor. Doing this may find a good prospect for you and it may also steer you away from a charlatan. Many times if an advisor get clients by referral either you or your friend can receive a discount on the services.
Do your Research
When you have completed your "short list" sit down at your computer and start your research. Google the person and the firm and check all the results. With the internet today there is no excuse for saying you didn't know.
Most of the financial websites that are independent will have unbiased appraisals of both firms and particular professional advisors. There are many websites by "celebrity" advisors such as Jim Cramer who give advice directly on the internet or through their websites. Chat rooms, blogs, or forums often address peoples experience with particular firms or advisors. Don't expect all good things, everyone has some detractors in the world. With this method you should be able to cull out the better candidates.
Your financial situation is unique and special to you. Be sure you find a firm/person who understands this and doesn't try to just sell you some package they are pushing this month. All firms/advisors will have an agenda so it is you job to sift through the suggestions and ask the questions. Bottom line - unless your 100% comfortable don't write the check. - 29969
How to go about Looking for Help.
There are a few easy ways that you can look into finding that affordable financial advice. The first place that you can look is in the phone book. This may seem simple, but it's also the easiest way to find something to start with. Once you have a small list of people to call, take a minute and call them to see what they can tell you, and what, or if, they will charge for a consultation. Some financial advisors are going to talk to you for free just to get your business into their door.
Check with friends and business associates.
You may have friends or business partners that have had good experiences with a particular advisor. Doing this may find a good prospect for you and it may also steer you away from a charlatan. Many times if an advisor get clients by referral either you or your friend can receive a discount on the services.
Do your Research
When you have completed your "short list" sit down at your computer and start your research. Google the person and the firm and check all the results. With the internet today there is no excuse for saying you didn't know.
Most of the financial websites that are independent will have unbiased appraisals of both firms and particular professional advisors. There are many websites by "celebrity" advisors such as Jim Cramer who give advice directly on the internet or through their websites. Chat rooms, blogs, or forums often address peoples experience with particular firms or advisors. Don't expect all good things, everyone has some detractors in the world. With this method you should be able to cull out the better candidates.
Your financial situation is unique and special to you. Be sure you find a firm/person who understands this and doesn't try to just sell you some package they are pushing this month. All firms/advisors will have an agenda so it is you job to sift through the suggestions and ask the questions. Bottom line - unless your 100% comfortable don't write the check. - 29969
About the Author:
Richard Moran is a Business Consultant and writer for Money Helpers. The Blog contains hundreds of articles, charts, and calculators to aid you in your Business health. All the aspects of the Blog are free and it is updated on an almost daily basis. If you are looking for any Business information or products they can be found on Money Helpers.
