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.