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How To Choose A Financial Planner In The Top 2% by Eric Carter in Forbes Magazine

Fri, Sep 09, 2016 at 10:00AM

How To Choose A Financial Planner In The Top 2% by Eric Carter in Forbes Magazine

......To avoid these types of biases, look for planners that don't sell financial products.  Start by asking your employer if they offer an unbiased financial guidance or coaching program.  If not, look for planners that charge a fee.  However, be aware that "fee-based" planners usually charge a fee and collect a commission.  Instead, you want a "fee-only" planner that doesn't accept commissions at all. 

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