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The effective financial plan requires an effective financial planner

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Glen D. Smith

Just like a good game plan starts with the right coach, the right financial planner makes all the difference.

But, there’s quite a lot to consider to finding the right financial planner for you.

How do you begin to do your due diligence for a selection process?

The Financial Planners Association®, the principle organization for Certified Financial Planner™ professionals, recommends five fundamental guidelines for investors who are interviewing prospective planners. Among them:

“Be sure the financial planner is sensitive to your needs and wants, and will approach your situation in a
manner that makes sense for you.”

Simply put, in addition to competency, integrity and expertise, the effective financial planner holds to the core value that no two clients come to the table with the same set of resources, expectations, and short- and long-term goals.

Financial planning delivered with uncommon care

The right plan for you starts with a trusted relationship. And a trusted relationship begins with a partner who listens to and understands your cares, concerns, aspirations and goals, such as:

• Asset and investment management
• Equity and tax strategies
• Estate, college and charitable-giving planning

It’s a personal business, managing wealth, and clients deserve to rest assured that their best interests always come first. Regardless of how they came into their wealth, what they need now, or the future they envision for themselves, each and every client deserves a financial planner who puts in the time and care to earn their trust and confidence—and who will follow through on every promise.

Benefit from a relationship, not transactions

The Financial Planners Association® draws a bright line between transactional financial advice—the most common type of financial service—and the personal relationship that effective financial planners maintain with their clients.

Financial planning is transformative, especially when it’s delivered by a financial planner who is committed to working in a client-centered, fiduciary-based way. That is the power of financial planning, to transform lives.

469–212–8072 | www.glendsmithandassociates.com | 1029 Long Prairie Road, Suite C, Flower Mound,
TX 75022

 

Any opinions are those of Glen D. Smith and not necessarily those of RJFS or Raymond James. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Glen D. Smith and Associates is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with and does not endorse the opinions or services of the Financial Planners Association or the Certified Financial Planner Board of Standards Inc.

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