Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

I understand the benefits of working with a Fee-Only financial planner, but I might need to obtain financial products. How will I be able to do that?

April 26, 2017able Benefits Fee-Only financial obtain planner products understand working

0

Posted

I understand the benefits of working with a Fee-Only financial planner, but I might need to obtain financial products. How will I be able to do that?

1 Answer

0

Posted

While we do not sell financial products, we will offer specific recommendations and opinions regarding the purchase of the various financial products that may be appropriate for you. So, if you need to obtain an insurance policy or a new mortgage, invest into a portfolio of mutual funds, or find an estate planning attorney or tax professional, we can direct you to the resources you need and/or help you obtain these products and services. If appropriate, we can also help you implement your plan and set up your accounts.