New Rockford Transcript - Official Newspaper of Eddy County since 1883

Savvy Senior: How to Find a Good Financial Planner

 

August 26, 2019



Dear Savvy Senior,

Can you recommend some tips on finding and choosing a good financial planner? My wife and I are both in our late fifties and would like to get some professional advisement to help us better prepare for our retirement years.

Seeking Advice

Dear Seeking,

With all the different financial planners, advisers and services available today, finding and choosing a trusted professional that can help you meet your financial goals can be confusing. Here are a few suggestions to consider.

Where to Look

A good place to start your search is by asking friends or relatives for recommenda...



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