Selecting A Financial Planner To Manage Your Money
Experts say financial planning is often key to financial success but one of the biggest challenges is finding the right person to manage your money. A panel of wealth management professionals offer advice on how to find someone who is competent, trustworthy, and interested in helping you achieve your financial goals.
- Lucas Bucl is a principal with KHC Wealth Management.
- Sandi Weaver is a CPA and owner of Financial Security Advisors.
- Alex Petrovic is founder of Petrovic Financial Services.