Guide on Hiring The Best Financial Planner in NJ | Mully Asset Management

Mullooly ASSET MANAGEMENT, INC. "It's Hot inck.it's planning!" ( HOW TO HIRE THE BEST FINANCIAL PLANNER IN NJ KNOW WHAT YOU WANT TO ACHIEVE (I.E., RETIREMENT, COLLEGE FUND) You must know what your goals are. It will be much easier for a financial consultant to work towards these goals if they're clear from the beginning. DETERMINE YOUR RISK TOLERANCE AND TIME HORIZON There are many different types of investments you can make from stocks, bonds, mutual funds, ETFS, or a combination of these. Each one has a different level of risk involved to get a higher return on the dollar invested. ASK FOR REFERENCES AND CHECK THEIR BACKGROUND When it comes to your finances, you want someone reliable and trustworthy. You don't want to take any chances with this crucial area of your life. So how do you know who is the best financial planner for you? Ask for references and check their background before hiring them. FIND OUT HOW MUCH THEY CHARGE People should do some research on the costs of different planners before making this decision. They should ask themselves if the price tag fits what they need and want from a financial planner. CHECK THE CREDENTIALS This is important because many people out there have little to no experience and little knowledge of how your money works. You need someone who knows what they're doing and can help you reach your financial goals! If you want someone to trust with their finances, check out this company's credentials first. DO YOUR RESEARCH Before you hire a financial planner, it is essential to do your research. The best way for you to find the best professional that can help you with all of your financial needs is by doing a bit of digging on each potential candidate. https://mullooly.net/ Call us now at (732) 223-9000 and schedule a free consultation!