Selecting a Financial Planner, Investment Advisor or Stockbroker
The same care should be taken in selecting a financial advisor as in selecting the services of any other professional. To start the search ask for recommendations from friends who are successful investors, business colleagues, your lawyer, accountant, banker or other professionals whom you trust. Keep in mind that someone else's ideal financial planner may not be right for you. Your goal should be to find a financial planner who will be able to understand and accommodate your particular investment status and personality.
To select a financial advisor who will best meet your particular investment objectives, have a clear, precise and realistic idea of your goals. Review your personal financial situation, including income, debts, insurance and emergency reserves of cash. Carefully consider how much you can afford to invest and how much risk you are willing to assume.
Below are some characteristics to look for and qualifications you should establish in choosing someone to deal with your investments. Read more at sos.state.ms.us
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Estate Planning
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