How can I find a Retirement Planner that I can trust in the Denver area?
The best way to find a Retirement Planner that you can trust is to seek a referral from a friend or associate who is happy with and being well-served by the person he or she uses. When selecting a financial advisor look specifically for someone who is a Certified Financial PlannerTM Practitioner and has a fee-only business model. This will ensure that you are dealing with someone who is an expert in financial planning and is not trying to earn a commission by selling you a product. CFP® practitioners are fiduciaries - they always put the best interests of their clients first – and are held to the highest ethical standards.
Another way to find a Retirement Planner you can trust is to use the referral websites of the National Association of Personal Financial Advisors (NAPFA) www.napfa.org or the Financial Planning Association (FPA) www.fpanet.org. FPA is the membership organization that represents most CFP® practitioners, while NAPFA is the membership organization that represents most fee-only CFP® practitioners.
Back to FAQ