How to Hire a Financial Planner

Most competent people would at a minimum include taxes to some degree. You want them to be able to just explain to you if you're interviewing somebody in other state, the taxes in your state. Right. So many times I see that people will do things in an investment portfolio and then be surprised at tax time. When there's a bill. Yes. The question is: Are they giving you the advice about the insurance or are they selling it to you directly? right. There's a conflict. What about a financial planner who. can help you with the full range of insurance products? yes. They should be able to demonstrate that they understand that the taxes inyour jurisdiction. Or they should