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NAPFA's "Financial Planning Diagnostic" Is A Helpful Tool For Interviewing Prospective Advisors
Available at
www.napfa.org,
the National Association of Personal Financial Advisors, a fee-only membership organization, the "Financial Planning Diagnostic" lists 26 questions for investors to ask.
The questions include those cover background information, as well as questions related to compensation, possible conflicts of interest and regulatory compliance.
In addition, there is an explanation section, explaining why it is important to learn the answers to the questions.
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Sponsored by James J. Eccleston, an attorney representing stockbrokers, financial planners and
investors nationwide in arbitration, litigation and regulatory matters, and a shareholder with the law firm
Shaheen, Novoselsky, Staat, Filipowski & Eccleston
P.C.(www.snsfe-law.com). This Web site contains material
of general interest. It is neither intended to, nor constitutes, either legal advice or investment advice.
Always consult an attorney and/or investment advisor when building and protecting your wealth.
All content Copyright © 2008 Advocate Capital Management, Inc. except where noted. All rights reserved.
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Telephone: 312-621-4400 | Fax: 312-621-0268
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