FinancialDreamTeam.com® is a national
organization of financial planning professionals who have "teamed up" as
Chartered Members, Premier Members and Basic Members to help families
across America plan for and deal with their issues of finances, taxes,
insurance, estate, asset protection and to provide individuals, families
and businesses with a host of financial planning resources.
At last, individuals and businesses across America have a resource they can tap into to receive competent financial advice from the Premier Financial Planners of America® at....
Here you will find professionals with years of experience in helping individuals and businesses with the issues of estate, tax, accounting, insurance, investment, and asset protection, including:
Estate Planning Advisors
Financial & Investment Advisors
Attorney Trust Services
Asset Protection Specialists
A host of other specialists with long and successful careers working with individuals and businesses.
If you, your family or business needs help with, finances, taxes, insurance, investments, asset protection or estate matters, this is where you will find competent, caring financial planning experts located near you. Whether you are looking for:
a certified financial planner in San Diego
an estate attorney in New York
a certified public accountant in Philadelphia,
a personal financial specialist in Northern California,
an asset protection specialist in Phoenix...
You can count on www.FinancialDreamTeam.com to help you find the Financial Planning Experts that you will need in ALL 50 states (plus the District of Columbia).
How to Choose a Planner
Before working with a financial planner, you have one last decision to make on your own: choosing the right planner. To narrow your choices, focus initially on three (3) key criteria:
Credentials / Designations
Believe it or not, anyone can call themselves a financial planner. To boost your confidence level, consider only these practitioners:
Planners who've acquired these credentials have passed many examinations, have promised to adhere to a code of ethics, and also meet continuing education requirements.
Some planners are paid from commissions earned by selling you the products they recommend. These arrangements could lead to conflicts of interest that could steer the planner's advice toward more lucrative products. Choose a planner who charges a stated hourly or annual fee.
Search our Directory of qualified and competent advisors or give us a call. In most cases, get an initial free consultation... an operator is standing by.
In addition to competent advisors, our site is filled with the latest financial buzz from around the internet. Find articles, tweets, and other interesting resources.