We all know need a financial planner in Cary to serve our finances as we move towards retirement. But, there are so many options. How does anyone pick the right financial planner?
As the owner of Endurance Financial in Cary, my team and I are trained differently than most other professionals in our industry. This allows us to help guide individuals on how to make the right decision.
3 things everyone should look for in their financial planner are:
- Longevity: It is important to have a financial planner who has experience in the industry and has seen a variety of financial situations. This will better allow them to guide you on the financial decisions that will be made.
- Training: Training is crucial in the financial planning industry. Certain companies require much less training than other companies. So, thoroughly research how each financial planner is trained or ask them about it before getting started.
- Communication: It is important to know who will be managing the financial account as well as who to call when a problem comes up. If someone other than the individual you hired is servicing the accounts, who is the right person to call? Will there be a long wait on hold to get the right person?
Our team goes above and beyond these points. We have been in the industry for over 15 years and we are doing numerous training programs on an annual basis. Additionally, we service all of our client accounts. So, it is easy to call in, ask questions, and get someone on the phone.
If you have questions about your financial plan and want to sit down with our team, take a moment to contact us now!