More than two years ago, CFP Board’s Consumer Advocate, Eleanor Blayney, CFP® wrote the Consumer Guide to Financial Self-Defense to help protect consumers from fraud and abuse. Now she has turned her attention to specifically helping older Americans defend themselves against unscrupulous financial advisors.
Finding qualified, independent financial advice should not be difficult. But it is for many hard-working Americans. With so many people claiming to be financial planners, financial advisors, financial counselors, wealth managers, how do you know when you’ve found someone who can really help you?
We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.