The Must Ask Question Before Choosing a Financial Planner

Financial planners and advisors are NOT all the same and there’s a must ask question before choosing any financial professional:

How are you compensated and are you required to provide objective advice based on MY needs, goals, situation?

A financial planner that is required to give objective, professional advice will be able to guide you rather than simply focusing on “selling” whatever products will get them a commission. Not all “financial advisors” are the same!!!

In the Charlotte area, my absolute #1 financial planner and advisor recommendation is Mel Miller with Ameriprise Financial. She genuinely cares about her clients and is extraordinarily passionate about getting to know their unique needs, goals and concerns – she takes the fear out of finances and comprehensive financial planning.

Whether you’re looking for a local Charlotte financial planner, or would just like an objective, personalized review of your current situation, contact Mel. If everything is perfect as is, she’ll tell you and it won’t cost you a thing!

Really can’t say enough great things about her, she’s simply the BEST financial planner in the Charlotte and Lake Norman region!!!

To learn more, check out CFP – Certified Financial Planners

Copyright©2013 by Diane McDermott, All Rights Reserved, “The Must Ask Question Before Choosing a Financial Planner”

The content of this blog is the original content of Diane McDermott, NC Residential Real Estate Broker in south Charlotte NC

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About dianemcdermott

Diane is deeply passionate about serving single and divorced women home buyers, first time home buyers and new to the area buyers navigate the Charlotte area home buying process. Having navigated separation and divorce she has immense respect for the stress of transition and need for a home living situation that supports and nurtures. She connects and guides clients as they navigate the home buying process, transitioning to a space they'll love calling home. McDermott Real Estate
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