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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Leavenworth, Kansas. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Leavenworth

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Leavenworth, Kansas
Financial Advisor Office Location Phone Number
Dylan Wilkinson
CRPC®, CFS®
Edelman Financial Engines, LLC
22308 Midland Drive,
Shawnee, KS  66226
913-276-6018
Edward Taylor
AIF®
The Jamison Edward Group
601 NE 70th Street,
Kansas City, MO  64118
816-429-5055
Alex Petrovic
CFP®
Petrovic Financial Services
4200 Somerset Dr,
Prairie Village, KS  66208
913-385-5523
John Killoy
CRPC®, CFS®
Edelman Financial Engines, LLC
9203 NE 152 Highway,
Kansas City, MO  64158
11095 Metcalf Avenue,
Overland Park, KS  66210
913-312-1713
James Claiborne
CLU®, ChFC®, CFS
Financial Partners Group
10925 Antioch Road,
Overland Park, KS  66210
913-948-9489
Timothy Walla
CFP®, CFEd®
Walla Street Wealth Management, Inc.
8102 West 131st Court, Suite 1000,
Overland Park, KS  66213
913-543-3836
Jay Steinbock
RFC®, RFC
Summit Pointe Financial Group.
10965 Granda Lane,
Shawnee Mission, KS  66211
913-339-6982
Steven Cox
CFA®, CFA
Providence Financial Advisors, LLC
6900 College Blvd. Suite 440,
Overland Park, KS  66211
913-323-0535
Joe Harrish
Prime Capital Investment Advisors
6201 College Boulevard,
Overland Park, KS  66211
913-491-6226
Marc Wilborn
FSA, Fellow in the Society of Actuaries
Wilborn Advisors
6800 College Boulevard Suite 630,
Overland Park, KS  66211
913-827-9957
John Killoy
CRPC®
Edelman Financial Engines, LLC
1317 NE Douglas Street,
Lees Summit, MO  64086
913-312-1713

Information on Qualified Financial Advisors in Leavenworth

Qualifications CRD# 6910561
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 22308 Midland Drive,
Shawnee,
KS 
66226
Phone Number 913-276-6018

I joined Edelman Financial Engines in 2017, and attained the Chartered Retirement Planning Counselor CRPC® designation in 2019. Outside of work, my hobbies include hydrofoiling, boating, hiking and cooking

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 305820
FirmCRD# 305820
Series 6, 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 601 NE 70th Street,
#101,
Kansas City,
MO 
64118
Phone Number 816-429-5055

Ed Taylor spent his formative years in the military as a United States Marine and later received a commission in the United States Army as a Corps of Engineers Second Lieutenant. His service to our Nation took him to Iraq (Gulf War - Desert Shield / Desert Storm), Korea and myriad assignments in the United States. It was during this time that he gained a passion for helping others with their finances. Ed would assist those in his charge with obtaining loans, preparing financial statements and providing advice for preparing annual taxes. He left the military in 1998 but continued working for the federal government as an engineer. He continued to help associates, friends and family with their life and financial planning all the time working a full time position for the federal government. He merely continued to help; not for the money, but because he cared and had a passion for helping others. He received early retirement in January of 2014 from the Department of the Army as a federal civil servant with his career culminating as the Command Engineer for the Combined Arms Center and Fort Leavenworth; Fort Leavenworth, Kansas. He returned to East Tennessee to care for his momma until she ascended to Heaven that November. He returned to the Kansas City area and today he focuses on helping families address their financial issues and restructuring their resources to face the inevitable, the untimely loss of the family income. Ed lost his father at age seven and understands the demands and stresses put on single parents to raise a family when the primary income is lost. Though the $10,000 whole life insurance left by his dad was a substantial amount for an upper east Tennessee blue collar family in the 1960s, it clearly wasn't enough to properly prepare for the future. Ed brings a wealth of understanding and knowledge pertaining to new and seasoned professionals in the federal government sector, medical profession and today's blended families. His full understanding for the federal government is unique, in that, he was "part of the system" and is now a "retiree of the system". His specialized knowledge in this area provides individuals and families a resource that can integrate private and public sector retirement planning into a singular comprehensive plan. Furthermore, his keen insight into continuity and succession planning provides an overarching process to ensure each area of financial planning is reviewed, goals established and a viable pathway forward so individuals and families can make more space on their "Plate of Life"!

About The Jamison Edward Group

INSERT MORE HERE The Jamison Edward Group is a Registered Investment Advisor in the State of Missouri. Integrated Financial Solutions of Kansas City and The Jamison Edward Group are affiliated companies. IFS of KC is an Insurance Brokerage and Financial Planning Firm that serves the Greater Kansas City Metropolitan Area and under certain situations individuals and families outside of the area. The Jamison Edward Group LLC does business as The Jamison Edward Group. Green Tree Heart LLC does business as Integrated Financial Solutions of Kansas City.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities



Qualifications CRD# 4934721
FirmCRD# 273039
Series 66

Compensation/Fee Fee Only, Based on Assets, Flat Fee


Office Location 4200 Somerset Dr,
Suite 217,
Prairie Village,
KS 
66208
Phone Number 913-385-5523

Alex Petrovic, III is the president and owner of Petrovic Financial Services, a fee only financial planning and investment management firm. He is a Certified Financial Planner" professional with 16 years of experience and is a third-generation financial advisor. Within the past five years he was chosen to be successor for two long-time advisors and formed his own firm. Alex was born in Kansas City, attended Rockhurst High School, and graduated magna cum laude from Truman State University with a Bachelor of Science in Finance and a minor in economics. Alex is a member of the Kansas City chapter of the Financial Planning Association, the professional organization for Certified Financial Planners". He is also a member of the National Association of Personal Financial Advisors (NAPFA). He has been a Rotarian since 2007 and previously served on the Plaza Rotary Club Board. He also served in several volunteer roles for over a decade for his fraternity Beta Theta Pi. Alex is a devoted family man. Alex and his wife, Dasha, have a playful, happy 5 year-old named Benjamin and a new baby boy, Alex, IV.

About Petrovic Financial Services

We're a full-service firm offering investment management and financial planning services. This includes retirement planning, tax strategies, and insurance and estate planning. We offer personalized service and customized investment and financial planning designed for your unique situation. Our clients include corporate executives, business owners, retirees, and people who are planning to retire well. Our clients also include multiple generations of several families. We differ from many advisers because we're a fee only fiduciary firm. Fee only means we do not accept commission compensation since we do not sell products such as insurance or annuities. As a fiduciary, we are always legally bound to put your interests first and disclose any conflicts of interest.

Advisory Services Provided

Financial Planning, Portfolio Management, Portfolio Management, Retirement Planning, Retirement Planning, 401K Rollovers, 401K Rollovers, Wealth Management, Wealth Management, Money Management, Money Management, Risk Management, Risk Management, Education Funding and Planning, Education Funding and Planning, Financial Advice & Consulting, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Tax Advice and Services, Estate Planning & Trusts, Estate Planning & Trusts, Annuities, Insurance Planning



Qualifications CRD# 4641240
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 9203 NE 152 Highway,
Kansas City,
MO 
64158
Phone Number 913-312-1713

Office Location 11095 Metcalf Avenue,
Overland Park,KS  66210
Phone Number 913-312-1713

Whether building an income plan for a retiring nurse, helping a family plan for their child's college education, or building a special needs trust, my goal is to always make a meaningful, positive impact on those I serve. My values are centered around integrity, having a sense of ownership and urgency and being a caring professional. My wife Kathy is the love of my life, and we have two wonderful children and two German Shepherds. In my spare time, I enjoy fishing, boating and taekwondo.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2074636
FirmCRD# 288644
Series 6, 7, 24, 63

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 10925 Antioch Road,
Suite 100,
Overland Park,
KS 
66210
Phone Number 913-948-9489

James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU). His certifications were awarded through the American College in Bryn Mawr, PA. James specializes in Professional Money Management, Executive Benefits and Tax Qualified Plans for individuals, business owners, senior level executives and retirees and has personally designed over a thousand financial plans over the past 25 years. His services include fee based and non-fee based financial planning, portfolio evaluation and design, wealth management consulting and tax planning strategies. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements. He is an active member of the Financial Service Professional society (FSP) where he has served as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundation. He is a published author, has been selected to receive the FIVE STAR Wealth Manager" Reward** in 2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of "The 10 Most Dependable"" Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*

About Financial Partners Group

Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC. Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management. Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.

Advisory Services Provided

Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Planning



Qualifications CRD# 4122373
FirmCRD# 14869
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 8102 West 131st Court, Suite 1000,
Overland Park,
KS 
66213
Phone Number 913-543-3836

Tim is an independent Certified Financial Planner®, Certified Financial Educator®, and NFLPA Registered Player Financial Advisor with 21 years experience managing investment, retirement, tax, and estate plans for individual and family wealth. The focus of Tim's practice is on reducing risk and optimizing returns for retirees, engineers, executives, doctors, business owners and professional athletes. He is a graduate of Maranatha Academy (1995), Harlaxton College (1997) and Baker University (1999), and the College for Financial Planning (2005). Call 913-543-3836 or click to schedule a Free Initial Consultation with Tim.

About Walla Street Wealth Management, Inc.

Walla Street Wealth Management, Inc. is an independent financial services firm providing professional advice in the areas of investment management, tax planning strategies, retirement planning, and estate planning. Our team has 50+ years experience in personal wealth planning and serves as a fiduciary by providing each of our clients with objective financial guidance, clearly communicating our recommendations, and proactively guiding our clients to achieve their financial goals. As an independent advisor you can be certain that the strategies, products and services we recommend to you are the most competitive in the industry. At Walla Street Wealth Management, Inc., we have no quotas to meet, no proprietary products to sell, and no hidden relationships with other companies that prevent us from working solely in your best interest. We take a comprehensive approach to your planning. It's vital that we both clearly understand the "why" behind your plan and "what" your wealth means to you. Through our comprehensive planning process, we will clearly discover "how" to help you achieve each of your financial goals and objectives.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities



Qualifications CRD# 1780145
FirmCRD# 2936
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 10965 Granda Lane,
Suite 106,
Shawnee Mission,
KS 
66211
Phone Number 913-339-6982

About Summit Pointe Financial Group.

Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. At Summit Pointe Financial Group we play a central role as your "retirement income specialists".Whether it is discusing a 401K rollover or estate planning we play a central role in addressing your needs and concerns, and can provide a lifetime of guidance as well. It is never to early or late to take control of your financial future, and there is no beter time than now to set an appointment with a financial advisor. We welcome the opportunity to explore your financial dreams with you.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Insurance Products & Annuities



Qualifications CRD# 2084626
FirmCRD# 124839
Series 65

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 6900 College Blvd. Suite 440,
Overland Park,
KS 
66211
Phone Number 913-323-0535

About Providence Financial Advisors, LLC

To help clients meet their financial goals through high quality, professional investment services. This can only be accomplished by working with the client to determine their risk profile and goals and then implementing an investment strategy within that framework. Providence Financial Advisors is a Registered Investment Advisor and only receives fees from clients. This allows us complete freedom in implementing the investment portfolio for our clients. Providence utilizes time tested investment disciplines to build portfolios and believes it is important to take a long term approach to investing.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Investment Advice & Management



Qualifications CRD# 4734166
FirmCRD# 288712
Series 6, 63, 65

Compensation/Fee Fee Only


Office Location 6201 College Boulevard,
7th Floor,
Overland Park,
KS 
66211
Phone Number 913-491-6226

With more than eight years as an executive in the financial services industry, Joe Harrish chose to join Prime Capital Investment Advisors (PCIA) as a financial advisor so that he could apply his experience to the work of helping investors achieve their life's ambitions. In his role, Joe helps higher net-worth individuals, medical professionals and business owners establish and achieve their financial goals while leaving a positive legacy for the people they love. He uses a team-based approach to planning in order to most effectively accomplish the financial dreams of his clients. Joe started his career at Ozark National Life and N.I.S Financial Services, helping individual clients with their investment and insurance needs. After seven years, he was promoted to Vice President and Agency Director, a role that sent him across the U.S. conducting investment seminars and helping people with their financial plans. Joe was simultaneously involved with the business operations of both companies. After eight years of managing more than 270 Registered Representatives and two businesses, Joe developed an ideal foundation for starting his career as a financial advisor. Joe believes investing is an emotional process, one that requires working with someone you trust who puts your interests first. As a fiduciary, Joe is bound by a duty to put his clients' personal interests above all else. Joe's attention to detail, aptitude for listening and, above all, deep empathy are symbols of his appreciation for the clients he serves. He is supported by an experienced team of administrative, group benefits and investment products specialists. The team consistently exceeds client expectations with exceptional customer service focused on building lifelong relationships. Joe has spent his entire life building meaningful relationships in the military and civilian communities. He spent 22 years as a highly decorated active-duty officer in the Air Force, where he won numerous awards at every level. Having been named the Air Force's #1 Services Company Grade Officer of the Year, Joe exemplifies one of the most important Air Force core values, "Excellence is all we do".

About Prime Capital Investment Advisors

Our firm was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals.



Qualifications CRD# 5363861
FirmCRD# 153278
Series 66

Compensation/Fee Fee Only


Office Location 6800 College Boulevard Suite 630,
Overland Park,
KS 
66211
Phone Number 913-827-9957

Uniquely Qualified & Objective. Firm leader Marc Wilborn brings a wealth of experience, qualifications and unique background to the industry. Formerly an actuarial consultant for a national HR consulting firm, Marc was responsible for the design and administration of 401(k) profit sharing plans for Fortune 1000 companies and several large public retirement plans. He is a Fellow in the Society of Actuaries and was an Enrolled Actuary, with Math and Business majors and a Statistics graduate degree. Since his time as a consulting actuary, Marc has specialized in investment management for individual clients and families, as well as qualified retirement plans for small-to-medium sized employers. As Wilborn Advisors has grown, so has the team, but his passion for providing quality financial planning, investment management services and retirement savings solutions for a reasonable fee has not.

About Wilborn Advisors

Wilborn Advisors is a full-service investment advisory firm with over 25 years of experience. We provide retirement and financial planning, expert help managing clients investments, life and long term care insurance analysis and counsel, and answer any questions you may have, all for ONE LOW FEE. We are known for taking a different approach, transparent and objective low-cost solutions for wealth management. Our fees are typically half of traditional advisors, which enables our clients to keep more of what they have saved for retirement. We are fiduciaries, legally and ethically bound to put your interests first. We employ high- quality, low-cost investment funds, and do not take any commissions. And because we feel that financial planning is integral to any wealth management solution, we provide a thorough analysis and recommendations at no charge. We work hard to form lasting relationships with our clients, helping them become knowledgeable, informed investors. This serves to further increase their confidence in our abilities. Wilborn Advisors is a division of V Wealth Advisors, an SEC-registered advisory firm located in Overland Park, KS, which includes over 40 advisors with more than $1 billion in assets under management.

Advisory Services Provided

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities



Qualifications CRD# 4641240
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 1317 NE Douglas Street,
Lees Summit,
MO 
64086
Phone Number 913-312-1713

Whether building an income plan for a retiring nurse, helping a family plan for their child's college education, or building a special needs trust, my goal is to always make a meaningful, positive impact on those I serve. My values are centered around integrity, having a sense of ownership and urgency and being a caring professional. My wife Kathy is the love of my life, and we have two wonderful children and two German Shepherds. In my spare time, I enjoy fishing, boating and taekwondo.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?