Time picking a financial adviser is time well spent

A referral is generally a great place to start when searching for an advisor… but it is important to dig deeper, so to speak.  Services like Brightscope are a great place in gathering information…  this article details other suggestions when searching for a suitable professional…

- Daniel S. Romero, CFP, AIF

 

“Despite more than three years and a powerful new bull market, the financial meltdown of 2008 still has many Americans worried about their retirement future.

A third of adults of all ages say that running out of money is their top retirement concern, according to a survey that Franklin Templeton Retirement Income Strategies and Expectations released last week.

Older Baby Boomers will fare the worst because they have less time to rebuild their nest eggs before retirement. And facing that looming deadline, many of them need financial help.”

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LPL Financial Tracking #1-028377

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Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities, financial planning & fee based asset management through LPL Financial LLC a Registered Investment Advisor and Member FINRA/SIPC. Daniel’s CA Insurance Lic #:OC54180 - Melissa’s CA Insurance Lic #:0C56086 - Greg’s CA Insurance Lic #:0F08519

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner, which it awards to individuals who successfully complete initial and ongoing certification requirements.