Investment and smart financial planning is extremely complex and personal decision, even when the economy is stable (which it certainly is not currently). Even a person with a deep and sophisticated understanding of financial matters would be well advised to work with a qualified financial planner/wealth management firm when deciding on something as important as this.
I suggest you do some homework: get referrals (from family, friends, co-workers, reputable industry groups, and Web sites you trust), check for certifications, learn about the different fee structures, and have face-to-face interviews with as many financial professionals as you need to until you find someone or a company you trust and are comfortable with.
You will find a longer article I wrote recently on how to go about choosing a financial planner at http://www.bills.com/help-with-financial-planning/
Financial planning is a very important undertaking that, for most people, will impact one's life-long financial situation. It should be done cautiously, wisely and with a substantial amount of research and due diligence.
I hope this information helps you Find. Learn & Save.
Best,
Bill
www.bills.com/
August 16, 2010
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