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Article: Choose a financial adviser matching your needs, goals

Article from:
Post-Tribune (IN)
Article date:
July 15, 2007
Author:
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THIS ELECTRONIC VERSION MAY DIFFER SLIGHTLY FROM PRINTED VERSION

What is a financial adviser and how do you choose one to handle your money matters? A professional financial adviser works with clients to help them achieve their short-term and long-term financial goals, usually through a written financial plan.

A financial plan should be personal and based on your own financial goals. A key to developing the plan is getting to know you -- this includes both your personal and monetary goals.

Then, a financial adviser will ask about your financial life including your current financial picture, investment experience and risk tolerance.

Once all the personal and financial information is ...

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