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The Dinar Recaps Team
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You may be considering help from a financial planner for a number of reasons, whether it's deciding to buy a new home, planning for retirement or your children's education, or simply not having the time or expertise to get your finances in order. Whatever your needs, working with a financial planner can be a helpful step in securing your financial future.
The questions in this brochure will help you interview and evaluate several financial planners to find the one that's right for you. You will want to select a competent, qualified professional with whom you feel comfortable, one whose business style suits your financial planning needs. An interview checklist has been included for your convenience.
10 Questions
Checklist for Interviewing a Financial Planner
To Check the Disciplinary History of a Financial Planner or Adviser
DISCLAIMER: We do not endorse, support, represent or guarantee the completeness, truthfulness, accuracy, or reliability of any content or communications posted or otherwise contained on Dinarrecaps.com or any Dinar Recaps Twitter or Facebook account or Dinar Recaps email or newsletter or post or any related or affiliated website or Twitter account (collectively, the "Website"). We do not endorse any opinions expressed on the Website. Dinar Recaps is not a registered investment advisor, broker dealer, banker or currency dealer and as such, no information on the Website or Email newsletter should be construed as investment advice. We do not intend to and are not providing financial, legal, tax, political or any other advice to any reader of the Website. This site is merely for informational-entertainment purposes. It is not the purpose or intention of this site to influence any person to purchase or sell Iraqi Dinars or any other currency. Do not buy, sell, trade or hold any Iraqi Dinars or any stocks, bonds, other currencies, or commodities based upon any postings or messages on the Website or referenced on the Website. You should seek and rely on the advice of licensed and registered financial, legal and tax advisers of your choice. The owners or operators of the Website shall be all be held harmless for any/all information posted on this site and Twitter account(s) and email newsletter(s). Any and all information contained herein shall be construed as "Rumor." The owners and operators of the Website site shall not be held responsible for any information contained hereon including information provided by others.
