How To Find A Good Financial Adviser - Questions To Ask A Financial Planner Before Hiring
Автор: How To Retire
Загружено: 2018-02-13
Просмотров: 603
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Download my checklist for how to find a good financial adviser here: https://bit.ly/3qzFWoy QUESTIONS? If you have a question about finding a good financial advisor or tips for those who are looking for a financial planner, please post in the comments section of this video!
Resources for finding a good financial adviser:
1. NAPFA: https://www.napfa.org/
2. XY Planning Network: https://www.xyplanningnetwork.com/
3. CFP® Board: http://www.letsmakeaplan.org
📊 Download your FREE How-To-Retire checklist:
https://learn.howtoretire.co/checklist
Transformative Financial is now Prana Wealth! Visit us at https://www.pranawealth.com
Background checks for financial advisers through FINRA's BrokerCheck Service: https://brokercheck.finra.org/
WSJ column, "The 19 Questions to Ask Your Financial Adviser": http://on.wsj.com/2glApDx
#pranawealth #patrickking
-- About Patrick King CFP® --
Patrick King is a fee-only financial advisor in Atlanta and the Founder of Prana Wealth. Over his career, Patrick has helped CEOs, all-star athletes, Grammy-winning artists, and many others build their wealth, retire sooner, and create a legacy. Patrick enjoys yoga, mountain biking, golf, travel photography, and Clemson football.
Let’s connect:
LinkedIn – PatrickBKing
Facebook – @pranawealth
Instagram – @pranawealth
Twitter – @PranaWealth
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DISCLAIMER: This is a publication of Prana Wealth Management LLC. All opinions of the authors expressed herein are as of the date of publication and are subject to change. Any information presented herein is not an offer to buy or sell, nor a solicitation to buy or sell any securities or products mentioned. Any investment, tax, legal, or estate planning or information is to be considered general in nature and is not intended as personalized financial planning advice. Always consult a financial, legal, or tax professional regarding your specific situation. Different investments have varying degrees of risk and there is no assurance that they will be suitable for a particular person’s portfolio. Past performance is not indicative of future results. Prana Wealth Management LLC is a registered investment adviser in the state of Georgia and other states where it is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement from securities regulators. Prana Wealth Management LLC receives compensation from YouTube for the presence of advertising before, after, and during this video content. Prana Wealth Management LLC does not control the content or presence of any advertisements. The presence of any advertisement does not constitute an endorsement of the ad, company, entity, or product by Prana Wealth Mangement LLC.
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