GENERAL  -  FINANCIAL ADVISERS
 
 

"This section contains additional data that supplements basic information contained in
Your Money Matters
and should be used in conjunction with the material contained in Your Money Matters."

 
 
 
 

The best way to find a financial planner is through word-of-mouth recommendation.  If this is not feasible, you can probably locate a financial planner in your community through one of these web sites:

 http://www.aicpa.org – The American Institute of Certified Public Accountants has a special designation for CPAs who are qualified financial planners, Personal Financial Specialist (PFS).

http://www.iafp.org – The Financial Planning Association is the largest organization of personal financial planners, resulting from the merger of the International Association of Financial Planners and the Institute of Certified Financial Planners

 http://www.info@napfa.org – The National Association of Personal Financial Advisers is an organization of fee-only financial planners.
 
 

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