Doing Your Homework When Choosing a Financial Planner [Episode 203]

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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Travis Freeman, Certified Financial Planner for the Moneta Group, to discuss how to research and do your homework when selecting a financial planner. 

Mr. Freeman explains the qualifications consumers should look for when choosing a financial planner, the resources available to consumers when checking a financial advisor’s background, how a consumer can determine if they have a sound financial plan, his process for creating financial plans for clients, and more. 

For more information about the Moneta Group, visit: https://monetagroup.com/ To get in touch with an estate planning or elder law attorney at TuckerAllen, check out https://tuckerallen.com/