When it comes down to it, talking about your financial needs isn't always easy. So it’s important to choose an investment or insurance professional you feel comfortable with.
Make sure their knowledge and experience is a good match for your needs – now and in the future. After all, this person will be helping you make decisions about your finances.
Ready to begin?
Start by getting recommendations from family, friends and coworkers. Ask them who they trust with their financial needs – and why.
Look to other sources for recommendations, including:
- Your bank, attorney or tax planner
- Internet listings for financial services, with customer reviews
- Brokerage firms
Plan to talk to several candidates to find the one who’s right for you. They will work with you to develop a clear picture of your current financial situation and help you work toward your financial goals. By building a relationship with them over time, you’ll also be able to request annual checkups so they’ll know when your needs change and adjustments should be made.
Research your choices
Once you've got a list of candidates, start the selection process.