- July 20, 2020
- Posted by: admin
- Category: Financial Planning, Military Families
You should see a financial planner if you want to make the most of what you have and put plans in place to help you achieve your goals and protect your financial future. A ‘good’ financial planner should not be telling you to come back when you have more assets; that is a portfolio manager who will charge you an asset based fee and their value will be based on your investment returns. A ‘good’ financial planner will focus on achieving your goals. What they charge should be based on the complexity, scope, number of meetings, and the value they will create for you.