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Here is a good place to start - looking for a certified financial advisor who will mainly work for an hourly or project based fee instead of the AUM model. Credentials: Look for CFP or CFA certifications. · Experience: Choose someone with a proven track record. · Transparent Fees: Understand how. Finding the right financial advisor requires a bit of legwork. Start by identifying what financial services you need and look for advisors with expertise in. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor. You can find a qualified adviser through the Society of Later Life Advisers. The Equity Release Council also has a member directory you.
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Should You Choose a Fiduciary Financial Advisor?
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