Dr. James Philpot recently wrote an article for the Springfield News-Leader.
Financial Planner shopping? Sort out the certifications
A professional financial planner can be very helpful with investing, insurance, retirement and other financial decisions. Good planners offer expertise, experience and an objective perspective. So how do we know if a planner will suit our needs? Many financial professionals advertise certifications to distinguish themselves, but what do those mean?
Read the article at the Springfield News-Leader website.