8 things your financial planner won't tell you
At Cleary Gull, it is our goal to aspire to exceptional standards with regard to our practice as financial consultants. From time to time, we come across excellent summaries of what you, the consumer, should be looking for in a financial consultant, financial planner or investment advisor.
The link below will bring you to an article on the subject by nationally recognized financial columnist, Liz Pulliam Weston. Liz is one of the most-read columnists on MSN Money, where her twice-weekly personal finance columns reach more than 6 million readers each month. Millions more read her question-and-answer column "Money Talk," which appears in newspapers throughout the country.
Click on this link to read Liz Weston's "8 things your financial planner won't tell you"
In response to the questions Liz poses, Cleary Gull has addressed the issues raised by the author. Please complete the information below and we will send you our response to these statements.