We’re Life Plan Financial Advisors Inc., a financial planning service in Atlanta.

Here’s a critical checklist of questions to ask when searching for a financial advisor:

1. Q: What services do you offer?

A. Some financial planners are specialists; they may not be right for your needs, or may be "boutique" services for billionaires. You should see a wide range of different types of financial advisory services, including the essentials like retirement planning Newnan, college funding, or other practical services.

2. Q: What can you do for me?

A. This answer shouldn't be a sales pitch. It should be an outline of the available services, with clear emphasis on personal financial planning Peachtree City.

3. Q: How do you charge for your services?

A. A financial advisor usually gets paid commissions, charges for advice or receives a % of assets under management. Sometimes a combination. Be clear and specific about what you are paying for and under what circumstances before you authorize any work.

4. Q: What services don't you offer?.

A. This rather strange sounding question is a time-saver, used to define services which are not provided. The story here is that some of those services may be services you actually need. If your financial planner doesn't provide retirement planning Newnan, for example, you may need to know.

5. Q: Are you affiliated with any financial product providers?

A. This isn't necessarily a bad thing, (in fact it is quite normal) but if you are engaging the services of a financial planner, it's a very relevant question. Some financial planners offer services through major banks, corporations, and other providers of financial products. This question will tell you what to expect.

We hope that you found this information useful. If you're looking for help with major financial management or future financial planning notes, you can save yourself a lot of time with these questions. You can find all this out a phone call.

For more information about our services, visit our website here at http://www.lifeplanfinancialadvisors.com/. If you’re in Atlanta, just give us a call or contact us online. We'll be happy to provide any information you require, and any services you need.


Contact Us:

Gwen Garrison
President, Financial Advisor
Address :90F Glenda Trace #309 Newnan, 1 The Meadows Drive Newnan, Georgia 30265 United States
Phone: 678–364–9677
Mobile: 770–853–8456
Fax: 678–381–1681
E-mail: [email protected]
Website: www.lifeplanfin.com