Access Financial

Financial Planners - Who Needs Them?

Question to ask your Financial Planner

  1. Do you earn your fees from clients by the hour?
  2. What is your hourly fee?
  3. Are your fees paid by products that you sell?
  4. Do you have a list of credentials?
  5. What are your favorite investments?
  6. Do you have malpractice insurance?
  7. Do you have a list of references?
  8. How do you feel about my input?
  9. Can your investment suggestions?


Financial Planners - Who Needs Them?
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