Friday, February 26, 2010

Utah Business Magazine - What to Look For in a Financial Advisor

I was honored to have the opportunity to write an article for Utah Business Magazine focusing on what you should look for in a financial planner. The article, titled "Adding it Up: Advisors Help You Get the Most for Your Money," appeared in the February 2010 issue and advises people to focus on a couple key issues:
  • Look for a fee-only financial advisor
  • Make sure your advisor is a Certified Financial Planner
  • Your planner should accept a fiduciary responsibility to act in your best interest. No exceptions!
  • Your advisor should provide you with a written comprehensive financial plan
  • You should be meeting with your advisor at least once a year to update your plan, review performance, and ensure your actions reflect your changing goals
Swing by a news stand and check it out.

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