Quote Of The Week: Finding The Right Financial Advice

Where do you turn when you need financial advice? It’s hard to know whom to trust, and even harder to know who can give you the unbiased and experienced guidance you need.

The personal finance experts at Kiplinger Personal Finance, who have been helping Americans manage their finances since 1920, explain why you may want to ask a CFP® to chair your financial team.

“You can avoid conflicts by working with a Certified Financial Planner. CFP®s must act as fiduciaries, putting their clients’ best interests above their own.  Among other requirements, a CFP® must pass an exam on personal financial planning and have 4,000 hours of apprenticeship with a CFP® or 6,000 hours of professional experience.”

Lisa Gerstner, Contributing Editor and Sandra Block, Senior Editor, “Find the Right Financial Advice at the Right Price,” Kiplinger’s Personal FinanceApril 4, 2018

The Takeaway: Your financial future matters, so make sure to get the right advice. Mari has over 56,000 hours working with clients to help them make the most of their money. That’s a tough record to beat!

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!


No comments yet.

Leave a Reply