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GreyWingFinancial.com Discusses How to Find and Work With a Financial Advisor
Sunday, July 14, 2013

Grey Wing Financial responded to a June 26th article called “How to work with a financial advisor”, found in the Minuteman News Center. The article lists basic information about financial planners and companies, as well as providing potential benefits of working with a financial planner, and offering questions to ask during financial advisement meetings. GreyWingFinancial.com responded to the author, John M. Rosenau, and his assertions regarding financial advisors and their benefit.

John M. Rosenau, in his article, began by defining a financial planner, and suggesting that those engaging in retirement planning look specifically for an advisor trained to work with retirement accounts. Rosenau is careful to acknowledge that financial planning services are not free—rather, some agents will earn a commission based on what funds are entered into, others will charge an upfront fee, and still others will both charge an upfront fee and receive a commission. From there, Rosenau briefly touches on the advantages of using a financial planner; namely, that an advisor will be more familiar with the financial realm than most, and will be able to locate tax advantages and allocate funds with greater confidence and wisdom. Before choosing an advisor, Rosenau offers several questions to ask, including asking about the advisor’s background and education, whether advice stops at advice or includes implementation, how the advisor stays in touch with his or her clients, and whether all advice is limited to the financial realm. Some advisors may give advice regarding taxes, affordable life insurance for seniors, or college savings for children and grandchildren. While assessing one’s retirement needs is essential, assessing one’s needs before choosing a financial planner is equally important. Finally, Rosenau offers advice about the first advisement meeting. He encourages readers to ensure that all necessary documents are readily available, that the advisee has a general idea of what he or she wants after retirement, and records for emergency and education funds.

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