Savings and InvestmentsFinancial Planners and Investment Advisors |
Should we ask potential financial planners what services they offer? |
Yes, it’s important to know the range of services that they offer, as well as whether or not they earn commission on what they recommend, or do they only work based upon a one-time fee. A financial planner should not be able to offer advice without the proper licenses and registrations from the state or federal authorities.