Posts tagged as:

tax planning

Ask Your Financial Planner [Part II]

by admin on January 11, 2009

Here are the other questions that should be asked to your financial planner in the first interview:

3- Give me some information about two or three of your clients?

If he gives you the information you want, you won’t be sure of his honesty to you later. And if he is smart enough, he will tell you [...]

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Ask Your Financial Planner [Part I]

by admin on January 11, 2009

Here are some questions you should ask your financial planner in the first interview. If the answers are good enough, then it’s better to choose him as your support. Let’s ask the first two questions helping us to choose the best guy!

How to find the best match for your needs? There are many ways to [...]

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