Fact Sheets

How To Choose A Financial Planner


Discover essential criteria for finding a financial planner that’s right for you.


Learn what types of wealth creation goals a financial planner can help you achieve.


Get a list of key questions to ask a financial planner at your first meeting.

There are many benefits to working with a licensed financial planner. Financial planners can give you a ‘big picture’ view of your financial circumstances and help you develop a wealth creation strategy.

This Fact Sheet provides an overview of what to look for in a good financial planner, including qualifications, fees, and more.