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Deciding on the right financial planner

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As people get older and their opinions about how to invest their money evolve, many employ the services of a financial planner. Planning for the future can ensure financial stability later in life, and investing in any form of life insurance or annuities has its advantages.

According to an article in the Minneapolis Star Tribune, evaluating the need for a financial planner is in many ways an assessment of one's personal needs as an investor, not just financial confidence in a particular investment style.

The source cites specific advice from Ross Levin, the head of Accredited Investors, Inc. Levin says that investors should have a strong personal rapport with their advisers, if they chose to employ one. Everyone's bottom line is different, and a financial planner who understands an investor on a personal level can better serve that end.

Levin also notes that investors who want to work on their own should remember that just because they don't have a planner or advisor now doesn't mean they can't hire one later. As assets increase or diversify, many investors reach a point where they need help managing their portfolios.

According to the U.S. Bureau of Labor Statistics, employment for financial planners is expected to increase by 20 percent between 2008 and 2018. 

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