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Choosing A Financial Advisor In Marysville, Ca

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byAlma Abell

A Financial Advisor in Marysville CA works to help clients invest, save and grow the money they have. An advisor may help the client with a particular goal or provide an overview of his or her finances and how they work together.

Some advisors choose to specialize in a specific field, such as estate planning or retirement, while others prefer to work with clients on a range of matters. A financial advisor isn’t an accountant, stockbroker, insurance agent or bank teller. They have their own niche in the financial industry.

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Choosing A Reputable Financial Planner

Individuals need to be wary when hiring a financial advisor, as anyone can claim to be an expert in this field. Look for an individual who has obtained certification as a financial planner, as this shows they have completed the Certified Financial Planner Board of Standards examination which covers the specifics of financial planning.

Furthermore, individuals who have obtained certification through this organization must take part in continuing education. Individuals who do so will likely provide good financial advice, but clients still must be cautious, as it is their money.

Financial Planner Fees

People often wonder how much they will spend to receive financial advice. Some planners work on commission, others charge an hourly fee, and some require a flat fee.

It is best to avoid those who work on commission simply because their advice may not be as unbiased as it appears. They are receiving money from the companies whose products they are promoting. However, each individual needs to determine if they are more comfortable paying by the hour or if they prefer the flat fee option.

Look for a Financial Advisor in Marysville CA who will take time to learn what the client wants and needs when it comes to their money. The advisor should listen to the client and discover their concerns. Furthermore, the advisor should be willing to answer any questions his or her client has.

The advisor works for the client, and a partnership should be developed between the two. The goal is to grow the client’s assets, so make certain the financial advisor has this goal in mind at all times. Contact us today to learn how we can be of help to you in achieving your financial goals.

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