Do you need help developing strategies to reach your financial goals?

Would having a financial plan help you feel more secure? Do you wonder if you'll have enough money to retire?

If you have been asking yourself questions like these, then you should consider using a financial professional.

Do you want suggestions on appropriate investment products to meet your goals?

Is the asset allocation of your investments designed to meet your financial goals?

Interview a financial professional about their credentials, and to see how they can help you.

Do you want help with a few specific questions or do you need a comprehensive financial plan?

Are you wondering how marriage, divorce, an inheritance, or new job will impact your finances?

A financial professional can help you sort it out.

Do you want ongoing assistance?

Are you too busy to manage your own finances, or they have become too complex to handle on your own?

You might want to visit a financial professional.

Don't be afraid to ask a financial professional about their qualifications.

See our list of questions that will help you choose a financial professional who is a good match for you.


Don't be confused by all of the different titles out there.

We have a guide to financial professional titles that won't leave you scratching your head.