Is Your Advisor Qualified? Can You Tell the Difference?

I read an interesting article recently discussing a new study which found that in US political elections the candidate who subjects say looks more competent wins the election 70 percent of the time.  The study also found that while Americans choose leaders who look like they'll get things done, Chinese voters want someone who appears good at getting along.

As I was reading the article I was reminded of this TV ad the CFP Board ran last year discussing the importance of verifying the competency of a financial planner:

At Capstone, we take our responsibility to our clients very seriously. Our team of Wealth Advisors not only hold the Certified Financial Planner™ (CFP®) designation but also hold advanced degrees in Financial Planning and Wealth Management and the Certified Public Accountant (CPA) designation. We are proud members of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), the American Institute of CPAs (AICPA), and the Indiana CPA Society (INCPAS). And while credentials and professional affiliations don’t tell the whole story, they do give us valuable training, insights, and support of national networks to tackle financial challenges and leverage opportunities with a focus on long-term investment and financial planning as well as tax planning and mitigation.

If you're looking for a fee-only financial planner with the knowledge and experience to help you achieve your goals, why don't you give us a call. We'd love to hear from you.

 

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