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Financial Self-Defense: Choosing a Financial Advisor

From the CFP Board, (www.cfpboard.org) important tips to help the public:

  • Identify common “red flags” that signal an unethical or unqualified financial advisor,
     
  • Learn what they can do to protect themselves,
     
  • Take the steps required to select a qualified financial advisor, and
     
  • Feel empowered when making financial decisions with the help of an advisor.

See http://www.cfp.net/learn/FinancialSelfDefense/welcome.asp

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