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How to find a safe Financial Planner?

By Joseph Quijano

Having a financial planner at your disposal can make it a lot easier for you to manage your money. However, you need to be able to trust the person that you hire completely.

These tips will help you find a safe financial planner to work with:

Ask for Recommendations

Reach out to the people in your life and find out whether or not they use a financial planner. If they do, ask them some questions. Ask them if they would recommend the planner that they currently work with? Have they been successful in making their money work for them? Are they happy with the returns they have been receiving?

Getting a recommendation from someone that you know and trust can be very helpful. When you go to meet with the financial planner, you won't feel like you are talking to a stranger. You'll feel like you are meeting with someone that you have a real connection with. This should help to put you at ease.

Find someone with a track record

If you want to make sure a financial planner is completely legitimate, you should find someone that has a track record. The person that you hire to manage your finances should have plenty of experience in this industry.

It's also a good idea to look for someone that works for an established and respected company. If someone is new to the field, or if they work for a company that is not well known, it may be harder for you to feel secure with them. That does not mean smaller companies are not the way to go, as a matter of fact it might be the only way to go. They are more personal and care about your success.

Do a little research and find out more about a financial planner before you commit to hiring them. If you learn more about them, you'll be able to figure out whether or not you should trust them with your money.

Set up Consultations

You should meet with financial planners in person before hiring them. You should be able to set up a consultation and talk about your finances with them.

During the consultation, you can ask any questions that you might have. You can also explain your own needs. Tell the financial planner what you need, and try to figure out if they would be a great fit with you.

Most financial planners should be more than happy to meet with you. Whether you meet in person or talk on the phone, you'll be able to learn a lot.

Keep an eye on your money

While you should definitely follow the advice your financial planner give you, you shouldn't just let them do whatever they want to do. You should try to keep a close eye on your money.

If you notice something unusual, don't be afraid to speak up about it. It's okay to limit the control you give to your financial planner. Ultimately, what really matters is that you feel comfortable with the person you are working with.

If you have been trying to find a safe financial planner to work with, you should be able to do that without much of a problem. While there are a few bad eggs out there, there are also a lot of skilled and talented financial planners. Find someone that will help you to keep your finances in order.

Success

Stories
  • "Excellent two days. Extensive knowledge obtained for funding of college education and wealth building."
    "Excellent two days. Extensive knowledge obtained for funding of college education and wealth building."
    ★ ★ ★ ★ ★

    A. Kreps

  • "Good Job. The Infinite Banking Concept was special. I wish I had that info. years ago"
    "Good Job. The Infinite Banking Concept was special. I wish I had that info. years ago"
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    M. Abeel

  • "Very good material and the instructor was awesome."
    "Very good material and the instructor was awesome."
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    M. Kauffman

  • I graduated from the Chicago University with an MBA; because of this I¹ve had the opportunity to sit under the best of teachers. I say without reservations you are one of the best teachers under which...
    I graduated from the Chicago University with an MBA; because of this I¹ve had the opportunity to sit under the best of teachers. I say without reservations you are one of the best teachers under which I ever sat.
    ★ ★ ★ ★ ★

    John Heckman

  • "I was so impressed with Joe's integrity, passion, and knowledge of his subjects. Very few people in this line of business have his passion"
    "I was so impressed with Joe's integrity, passion, and knowledge of his subjects. Very few people in this line of business have his passion"
    ★ ★ ★ ★ ★

    M. Eastwood

  • Learned a lot and had a great time.
    Learned a lot and had a great time.
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    N. Becco

  • "THANK YOU SO MUCH JOE !!! FOR TAKING THE TIME TO EDUCATE US !!! WE ENJOY OUR TIME WITH YOU "
    "THANK YOU SO MUCH JOE !!! FOR TAKING THE TIME TO EDUCATE US !!! WE ENJOY OUR TIME WITH YOU "
    ★ ★ ★ ★ ★

    Robert and Elaine

  • Thank you for a very worthwhile experience, well worth the 8 hour round trip travel time from Steamboat Springs, Co!
    Thank you for a very worthwhile experience, well worth the 8 hour round trip travel time from Steamboat Springs, Co!
    ★ ★ ★ ★ ★

    A. Karvay

  • "Becoming Your Own Banker is tremendous. Too bad this wasn't being taught years ago."
    "Becoming Your Own Banker is tremendous. Too bad this wasn't being taught years ago."
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    H. Van Hees

  • Joe is Great!!
    Joe is Great!!
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    C. Polk

  • I really enjoyed Joe's enthusiasm for the topics and his passion for teaching. He really made the class enjoyable and packed full of information.
    I really enjoyed Joe's enthusiasm for the topics and his passion for teaching. He really made the class enjoyable and packed full of information.
    ★ ★ ★ ★ ★

    S. Krug

  • I felt that the way the course was presented made it very interesting and I learned so much from Mr. Quijano.
    I felt that the way the course was presented made it very interesting and I learned so much from Mr. Quijano.
    ★ ★ ★ ★ ★

    B. Greenwood

  • Thank you for helping me to understand and prepare for our financial futures. It was a great seminar and we look forward to our individual meeting with you!
    Thank you for helping me to understand and prepare for our financial futures. It was a great seminar and we look forward to our individual meeting with you!
    ★ ★ ★ ★ ★

    A.G Loveland

  • Good Morning Joseph, I thought you may want to know that we paid off our Durango lot yesterday! Thank you. The interest was $16 per day! Thanks again.
    Good Morning Joseph, I thought you may want to know that we paid off our Durango lot yesterday! Thank you. The interest was $16 per day! Thanks again.
    ★ ★ ★ ★ ★

    Anne Denver

  • Dear Joe, I want to thank you very much for helping me get set-up on such a wonderful plan. I'm very excited about it. We look forward to working with you and Jordan now and in the future!
    Many Thanks
    Dear Joe, I want to thank you very much for helping me get set-up on such a wonderful plan. I'm very excited about it. We look forward to working with you and Jordan now and in the future!
    Many Thanks
    ★ ★ ★ ★ ★

    Beth D.