Calculate how much money you think you will need for retirement by referring to the retirement fund ballpark estimators found within the Financial Literacy Resource Center.
This brochure to the financial planning process provides advice on when to seek the services of a financial planner and how to find one when the time comes.
The questions in this brochure will help you interview and evaluate several financial planners and includes a detachable interview checklist. Provided as part of the "Financial Planning Resource Kit", along with the brochures "What You Should Know About Financial Planning", "Your Rights as a Financial Planning Client", and "Why Choose a CFP® Practitioner".
This two-page pamphlet identifies some initial questions that you should consider asking a financial adviser before choosing one. This publication also compares the differences in consumer protection between brokerage and adviser laws.
This brochure provides information about the rigorous standards of education, examination, experience, and ethics met by CFP® professionals. Provided as part of the "Financial Planning Resource Kit" along with the brochures, "What You Should Know About Financial Planning," "10 Questions to Ask," and "Your Rights as a Financial Planning Client."
This brochure provides basic information that you can use to find the investment services provider who is right for you, one who offers the services you want on terms that you can understand and accept.
Este recurso explica el proceso de asesoría financiera, el manejar de sus financias para que usted pueda llevar a cabo sus anhelos y sus metas, y al mismo tiempo ayudarles a negociar las barreras financieras que inevitablemente surgen en cada etapa de la vida.