Find A Financial Professional That Is Right For You
Planning for retirement can be complex and a little intimidating if you don’t know a lot about finances. Having a professional to help allows you to benefit from their expertise helping other clients, while developing a plan that’s geared toward you and your needs.
If you’re looking for a professional to help with your financial future, the list of resources below offers some good places to start.
Financial Professional Resources
There are many resources online to find a financial professional near you. Here are just a few.
Financial Planning Association
Set realistic financial goals and put them into action with the help of a CERTIFIED FINANCIAL PLANNER™ professional who is a member of the Financial Planning Association.
American Institute of Certified Public Accountants
Licensed CPAs are subject to regulation by their respective state boards of accountancy and strict professional ethics rules adopted by the boards to protect the public against fraud, incompetence and conflicts of interest.
National Association of Insurance and Financial Advisors
NAIFA has been a trusted resource for consumers for for over 36 years and has been the standard bearer for fee-only, fiduciary financial advisors.
National Association of PERSONAL FINANCIAL ADVISORS
NAPFA has been a trusted resource for consumers for over 125 years. Its members are licensed professionals who work with clients to identify financial needs and provide products and services to secure their future.
BrokerCheck by FINRA
BrokerCheck is a free tool to research the background and experience of financial brokers, advisors and firms. BrokerCheck helps you make informed choices about brokers and brokerage firms-and provides easy access to investment advisor information.
And don’t forget to utilize this site’s resources to help protect your income and retire your risk.