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ByLarry Light,
Senior Contributor.
Financial advice can be found everywhere. Stockbrokers, for instance, are happy to help you build a portfolio—all too often using their own products, for which they take a commission. There’s another, and better path, though. Using a Certified Financial Planner, or CFP. These folks usually charge a flat fee, so they aren’t incentivized to pump up your trading volume. To make that argument, I turned to a very good CFP, Cameron Mathis, at Mathis Wealth Management. Sure, he is pushing his particular line. But I heartily agree with it.
Larry Light: Tell us why should we use a CFP?
