Experience with financial planners/advisors?

[liamthompson]

Not sure if this is the right place for this question...does anyone here have a financial planner or advisor and willing to share their experiences?

I've been reviewing my family's finances and finally admit I'm out of my depth...and probably have been for a couple years now, ha. I'm not sure what type of person/company to hire. I want to make sure I've allocated things in a tax-advantaged way and we also have several random accounts from various points in our lives and I want to consolidate/make sure we're working toward the same goal. I also would like someone to help with estate planning/will/power of attorney.

I feel quite lost and any advice is appreciated.

 

[glocon]

I found my financial advisor when I went to a free workshop at my library.
I went to a few different workshops and liked this person the best.
We did have a free consultation office visit to discuss what he could do for me before I decided.
Maybe go to some free seminars and get a feel for different people.
Also, make sure your financial advisor is a fiduciary who puts your interests first.