
- August31 2004
- Volume 11
- Issue 16
Find a Finance Pro
The right financial advisor can be avital tool in securing your financialfuture. To find a quality money advisor,check out the following resources:American Institute of Certified PublicAccountants, Personal Financial PlanningDivision (888-777-7077; www.aicpa.org); American Society of Chartered LifeUnderwriters and Chartered FinancialConsultants (800-392-6900; www.asclu.org); Financial Planning Association(800-322-4237; www.fpanet.org); andthe Society of Financial Service Professionals(610-526-2500; www.financialpro.org). For fee-only planners whodon't take commissions on products theyrecommend, contact the National Associationof Personal Financial Advisors(800-333-6659; www.napfa.org). To do abackground check or file a complaintagainst a financial advisor, contact thefollowing: Certified Financial PlannerBoard of Standards (888-237-6275;www.cfp-board.org); National Association of Securities Dealers (800-289-9999; www.nasdr.com); North AmericanSecurities Administration Association(202-737-0900; www.nasaa.org); or SEC(800-732-0330; www.sec.gov).
Articles in this issue
over 17 years ago
Take Charge of Your Retirement Rolloverover 17 years ago
Portfolio CHECK-UPover 17 years ago
Investigate Age-Related Benefit Changesover 17 years ago
Take a Sneak Peak at an Unknown Productover 17 years ago
Share in Constan's Millionsover 17 years ago
Navigate Past Bond Investing Stereotypesover 17 years ago
Consider the Value of Passive Investingover 17 years ago
Unfold an Online Stock Research Roadmapover 17 years ago
Where Should You Invest as Rates Rise?over 17 years ago
Create Your Investment Policy Statement





















































