Skip to content

Helping Grandma Avoid Shady Money Managers

February 12, 2011

Know anyone who might be a potential victim of incompetent, unethical or illegal financial planning practices?

Many people, especially the elderly, turn to financial advisors to guide them to the best choices for their financial situations. Not all of these professionals, however, really have the client’s best interests in mind. The Federal Citizen Information Center, run by the federal government, recently added this CFP Board publication, Consumer Guide to Financial Self-Defense, to its catalog.

Learn to recognize the unscrupulous ones and protect yourself, friends, and family from their pitches.  The catalog can be found at:

No comments yet

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: