A Certified Financial Planner is a professional who has attained a high degree of technical competency in financial planning. To achieve this designation there is a series of professional examinations.

Talk to your representative about their experience. You place a great deal of trust in your financial planner so be sure that you can work together to achieve your goals.

Whether it is planning for your retirement or dealing with wealth strategies you need to take control. Turners Tips strongly suggests that you talk to your agent, broker or accountant and put together a team to help you build towards the goals you have set for you and your family.