Broker Negligence

A financial planner offers a variety of benefits. The right individual can help you achieve a long-term financial goal or guide you toward a lifetime of financial security. Unfortunately, many individuals have trusted their money to the wrong financial planner, leading to lost assets and, in some cases, financial ruin. First, it is important to understand the role of a financial planner. These professionals help you make wise decisions about how to spend, save, and invest your money. By reviewing your financial information, along with inflation data and investment return analysis, financial planners create projections of the best way for you to meet financial goals, such as buying a house or saving for retirement. At The Frankowski Firm, we want to help our clients make wise choices about their finances. That is why we have created this list of tips for choosing a financial planner. Conduct a background check on your financial planner Background information is an excellent indicator of [...]