Finance
“WHAT CAN A FINANCIAL ADVISOR DO FOR ME?” Important questions to ask when choosing the right person to help plan your financial future
By Melissa Chaniyara
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et’s be honest: keeping up with the current state of financial markets and navigating the ins and outs of investing is daunting. Who has the time to figure it all out, and the confidence to make sound decisions? Yet some 54% of Americans polled in a recent survey report that they go it alone with their investments – only 38% say they work with a financial advisor. There’s no better time than now to find professional help for your financial planning. Daniel Lash is a partner with VLP Financial Advisors and has more than 25 years in the financial industry. If you’re considering a financial advisor to help with your financial
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future, he has some insight on how to go about choosing the right one for you. What credentials and/or experience should one look for when choosing a financial advisor? When interviewing advisors, ask for a list of their credentials as well as their years of experience since passing their exam. One of the best indicators of both training and knowledge is the CFP® designation— financial advisors who are CFP® professionals have completed an additional year or more of study and passed a series of comprehensive tests. However, a financial VIVARESTON.COM
