Choosing a Financial Planner St. Petersburg Times (FL) (10/07/01) Vol. 138, No. 16 p.3H; Huntley, Helen
St. Petersburg Times writer Helen Huntley offers tips on what people planning for their retirement should look for in a financial professional. Huntley says one of the first things people should do is seek recommendations from both personal and professional sources. Once they have settled on a planner, Huntley advises that people request written materials that should include information about the planner's background, areas of expertise, and about how his or her firm operates. It is also important that the planner be credentialed. Huntley says that planners should generally have special training and experience in financial planning. Financial professionals should be thoroughly checked out, and if possible, potential clients should arrange to meet them in person.