Petra's Blog

Considering Financial Planning Services in Barboursville, WV?

Financial planning services in Barboursville, WV vary in the range of financial plans they offer. There are some companies that will offer only a very limited scope of investment possibilities, while others will examine your entire financial portfolio. The most professional planners will assess your savings, insurance policies, taxes, pensions, investments, and estate. Once they have a complete overview of your situation, they will then recommend a detailed financial plan and strategy to help you achieve your financial goals. It is important to gain an in depth knowledge of any company you are considering for financial planning services in Barboursville, WV.

What to Look for in Barboursville, WV Investment Planning Companies

Before you hire any financial planner you should first have a complete knowledge of what you wish to achieve. Once you understand your own goals, you can then make an accurate assessment of whether the company you are considering can help you to reach them. Be sure to carefully scrutinize any agreement to see exactly what services you are paying for, the cost of those services, how the planner will be paid. Some planners charge by the hour or a flat fee, while others may get a commission. There are also financial planners that sell investment products, so exercise caution in this area and ask to see performance graphs of any products you are offered.

In Barboursville, WV, financial planning services will have planners from different academic and professional backgrounds. It is important to make sure your financial planner is qualified to handle your money, and has an excellent knowledge of any investment products they recommend. Don’t be afraid to ask them about their qualifications, and if you don’t understand them, ask the planner to explain exactly what their credentials mean. You can even go as far to contact the organization that issued their qualification to verify that the individual you are working with legitimately earned their credentials, and if they are still in good standing with institution.

When considering financial planning services in Barboursville, WV there is an organization that can help you to determine whether your particular planner is indeed qualified and in good standing. The Certified Financial Planner Board of Standards (CFP®) is an independent body that licenses and regulates financial planners. If the individual you are working with has a CFP® qualification you can contact them to find out if there has been any disciplinary action taken against them such as a revoked or suspended license.

Elizabeth Eisenhower recommends Todd Dudley for Investment Services, Barboursville, WV. As an independent financial advisor, Todd Dudley offers personalized financial strategies based on your unique situation. Todd Dudley can be contacted directly at 304-736-7490.