First, Dave recommends those who are certified financial planners (CFPs). CFPs are highly qualified professionals who have gone through rigorous training before becoming certified. A CFP is prepared to provide a comprehensive review of your current financial situation and work with you to create a solid plan for the future. They understand investments, taxes, paying off debt, estate planning, education planning, and other aspects associated with long-term financial security.
Dave has also recommended the Garrett Planning Network. This organization connects individuals to qualified financial advisors who are dedicated to providing fee-only financial planning and guidance based on the client’s needs. Financial advisors have a fiduciary responsibility to provide advice that is in the client’s best interest. This approach can help clients stay on track in achieving their retirement and wealth-building goals.
When it comes to selecting an investment advisor, Dave recommends researching
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