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Planner Connect: Financial Planner
Our mission is to connect you with a qualified financial planner in your area to help you define and plan to reach your financial goals. Our matching service is completely complimentary to you the consumer.
More Info: With access to one of the nation's largest networks of financial planners, we are able to match you up with your ideal planner based on a careful analysis of your needs and goals. The financial planners in our network are all paid a fee to create an objective, comprehensive financial plan rather than commission-based sales people focused on selling products.
Our process begins with a series of questions to determine your financial planning needs and goals. We then match you up with one qualified financial planner at a time who will offer you a complementary initial consultation to understand your situation and demonstrate the value proposition to you. If he or she is not the right fit for you, we are committed to connecting you with other financial planners until you feel comfortable.
To derive the maximum benefit from working with a qualified financial planner, you can read about Retirement, Investment, Estate, and Business Owner Succession planning.
URL: www.plannerconnect.com
Category: Financial Services
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