Protect Your Largest Investment: Meet with a Financial Adviser

By
Real Estate Broker/Owner with MBA Broker Consultants CalBRE Broker #00983670

A great financial advisor can help you look at your overall budget and recommend strategies to help you increase your income, protect your assets, and plan for the future. Some financial planners also advise you regarding life insurance, estate planning, and investing in securities. Look for a professional whom you can trust. Check out our web site for tips on how to interview and find a great financial advisor.

The main tip I would give you for hiring a financial planner would be to select a professional with a CFP designation (certified financial planner), or possibly even a chartered financial counselor (ChFC) or Personal Financial Specialist. You can find a local CFP in your area by searching that website.

You should know that there are 2 types of financial planners: fee-based (they charge you a flat fee for a consultation) or commission-based (they earn money by selling you stocks and other products). For the basic starting needs of a first-time homebuyer, I would recommend starting with a fee-only planner. To locate fee-only advisors in your area, check the National Association of Personal Financial Advisors at www.napfa.org or Garrett Planning Network at http://garrettplanning.com.

Read more in our book, "Buy Your First Home", http://tinyurl.com/nrvmgc7.

Posted by

Regina P. Brown
Broker, Realtor®, M.B.A., e-Pro, GREEN
California DRE # 00983670
www.CalCoastCountry.com

                

Text copyright © 2011-2018 R.P. Brown, All Rights Reserved

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Robert Vegas Bob Swetz
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Hello Regina and I agree financial advisers are important and some great information on your post.

 

Jun 19, 2016 01:37 PM #1
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Regina P. Brown
MBA Broker Consultants - Carlsbad, CA
M.B.A., Broker, Instructor

Thank you Robert Vegas Bob Swetz for visiting and leaving a comment.

Jun 20, 2016 10:15 PM #2
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Robert Vegas Bob Swetz
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Your welcome Regina!

Jun 21, 2016 09:37 AM #3
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Robert Vegas Bob Swetz
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Hello again Regina and your post has been featured to the group:

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Jun 22, 2016 01:14 PM #4
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Regina P. Brown

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