Episode 29: Don't Get Ripped Off: 10 Steps for Choosing the Right Financial Planner

This week, Tim Regan and Katie Umland of PrairieView Wealth Partners dive into the top ten considerations you should have in mind when choosing a financial advisor, including: fiduciary duty, trust, understanding, values, credentials, regulatory background, compensation structure, technology, teamwork and a long-term relationship. Financial planning can seem like a daunting task, but it doesn't have to be. By using the factors outlined above, you can find an advisor who acts in your best interest, understands your needs and is capable of guiding you towards your financial goals. Click “play” to hear more about how to find the right financial advisor for your needs.