Choosing a Financial Advisor

In the United States, very few investment advisors are actually Certified Financial Planners, whereas, other countries require the equivalent education as the lowest standard for giving financial advice. Today, Paul and his team explain why an advisor’s education experience is directly correlated to what kind of help they can actually offer you and what you should expect from someone you are trusting with your investments.

 

Upcoming Webinar

For individuals and families with special needs, having a financial plan that addresses those needs is crucial. So sign-up for our webinar, “Special needs families require specialized planning” here: https://www.paulwinkler.com/webinar/