Remember that financial con artists thrive by talking you into trusting them and by talking you out of investing them . Before you place your financial future in the hands of the adviser , it's imperative that you find someone who not only makes you comfortable but whose honesty is beyond reproach .
As Ronald Reagan used to say , " Trust , then verify." Start off by thinking of the handful of people you know best and trust the most . Then ask if they can refer you to an adviser whom they trust and who they feel , delivers good value for his fees . A vote of confidence from someone you admire is a good start .
Once you have the name of the adviser and his firm as well as his specialty is he a stock broker ?? financial planner ?? accountant ?? insurance agent ?? You can begin your due diligence . Enter the name of the adviser and his or her firm into an Internet search engine like Google to see if anything comes up .
If the adviser is a stock broker or insurance agent contact the office of your state's securities commissioner to ask whether and disciplinary actions or customer complaints have been filed against the adviser . If you are considering an accountant who also functions as a financial adviser , your state's accounting regulators will tell you whether his or her record is clean .
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