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Money Talks: Find a Financial Advisor: Review Your Options

Reprinted from PN July 2002
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In their search for financial advisors, investors may look at educational credentials or career backgrounds. Some may want advisors with specific areas of expertise, such as income and estate taxation or experience with disability and adverse situations. Others, concerned about inherent conflicts of interest regarding recommendations and commissions, focus on the methods of payment the advisor accepts.

These are significant factors to consider when choosing a financial advisor. After all, you plan to entrust your hard-earned money to the person you select.

In the July PN/Paraplegia News, Dan Jones tells you how to find the advisor who?s right for you, then takes you step by step through a "financial physical" that will help you and your advisor know just where you are—and where you're headed.

Jones is vice president, Investments, at Raymond James & Associates, Inc., in Bala Cynwyd, Penn. The company is a wholly-owned subsidiary of Raymond James Financial, Inc.

 

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Money Talks: Find a Financial Advisor: Review Your Options

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