Financial planner reveals essential planning tips for anyone looking for a top advisor and best retirement– Durango, Colorado

Financial planner Paul A. Lemon, founder of Integrated Financial Planning, P.C in Durango, Colorado, has just revealed essential information for anyone looking for a top advisor in connection with financial planning. For more information please visit http://www.paullemon.com/

Durango, Colorado, United States - March 13, 2018 /MM-REB/ —

In a recent interview, financial planner Paul A. Lemon, founder of Integrated Financial Planning, P.C in Durango, Colorado, has just revealed essential information for anyone looking for a top advisor.

For more information please visit http://www.paullemon.com/

When asked to comment, Lemon said, “Choosing a financial advisor can be a daunting task as you’ll need to factor in accreditation, background checks, and investor philosophy. These tips will help you make the right decision.”

When looking at potential candidates, according to Lemon, it’s important to keep their title in mind.

“The acronyms that come after their names shed light on their accreditation. Make sure to go for someone who is a certified financial planner, or CFPⓇ, as this is one of the best titles when it comes to financial advisors,” he said.

Before earning the title of CFPⓇ, advisors have to complete extensive training, testing, and background checks. Lemon added that CFPⓇs have ongoing continuing education requirements to keep up-to-date with the latest trends.

One way that you’ll be able to tell whether an advisor is a good fit for your financial needs is by talking to their references.
When asked to elaborate, Lemon said, “If you ask, financial advisors will provide you with two or three references, who you can then talk to. But it’s important that you ask the right questions, otherwise you’ll wind up with useless information,” he said.

Some of the questions you should be asking the references include how long they’ve been working together, whether or not they have compatible investing philosophies, and if their financial goals are being met while working with the advisor.
Another important criterion in picking the right advisor is whether or not they are a fiduciary.

“You’re going to want a fiduciary as a financial advisor, as they must follow a fiduciary standard. This means that they must comply with rigid ethics about having their client’s best interest in mind when making financial decisions, and provide disclosure about their fees” he said.

“One thing to keep in mind is that not all financial advisors are fiduciaries, so the best thing to do is to ask directly. Also make sure to ask if the advisor takes fiduciary responsibility on all accounts or only retirement accounts”, Lemon added.

Source: http://recommendedexperts.biz/

Contact Info:
Name: Paul Lemon
Organization: Integrated Financial Planning, PC
Address: 1800 E 3rd Ave Suite 103, Durango, CO 81301, USA
Phone: +1 970-259-6739

For more information, please visit http://www.paullemon.com/

Source: MM-REB

Release ID: 311193