Women and Money: Unique Issues – Selecting Your Financial Professional Team

On your road to building wealth, you may choose to engage financial professionals for guidance. Seeking out professional advice will include fees and expenses, so use care when selecting the appropriate services. There is a variety of financial professionals to choose from, including financial plann...

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Main Authors: Brenda C. Williams, Diann Douglas, Martie Gillen, Lynda Spence
Format: Article
Language:English
Published: The University of Florida George A. Smathers Libraries 2013-09-01
Series:EDIS
Online Access:https://ojs.test.flvc.org/edis/article/view/121112
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author Brenda C. Williams
Diann Douglas
Martie Gillen
Lynda Spence
author_facet Brenda C. Williams
Diann Douglas
Martie Gillen
Lynda Spence
author_sort Brenda C. Williams
collection DOAJ
description On your road to building wealth, you may choose to engage financial professionals for guidance. Seeking out professional advice will include fees and expenses, so use care when selecting the appropriate services. There is a variety of financial professionals to choose from, including financial planners, investment specialists, accountants, attorneys, insurance agents, and bankers. Understanding the roles, expertise, and credentials of these individuals can help you select the most appropriate individual or team for your specific financial needs. This 4-page fact sheet was written by Brenda C. Williams, Diann Douglas, Martie Gillen, and Lynda Spence, and published by the UF Department of Family Youth and Community Sciences, July 2013. http://edis.ifas.ufl.edu/fy1370
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institution Kabale University
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publishDate 2013-09-01
publisher The University of Florida George A. Smathers Libraries
record_format Article
series EDIS
spelling doaj-art-9b8fe4350cd448c6a93829f4a479d7d22025-02-07T14:07:50ZengThe University of Florida George A. Smathers LibrariesEDIS2576-00092013-09-0120138Women and Money: Unique Issues – Selecting Your Financial Professional TeamBrenda C. Williams0Diann Douglas1Martie Gillen2Lynda SpenceUniversity of FloridaUniversity of FloridaUniversity of FloridaOn your road to building wealth, you may choose to engage financial professionals for guidance. Seeking out professional advice will include fees and expenses, so use care when selecting the appropriate services. There is a variety of financial professionals to choose from, including financial planners, investment specialists, accountants, attorneys, insurance agents, and bankers. Understanding the roles, expertise, and credentials of these individuals can help you select the most appropriate individual or team for your specific financial needs. This 4-page fact sheet was written by Brenda C. Williams, Diann Douglas, Martie Gillen, and Lynda Spence, and published by the UF Department of Family Youth and Community Sciences, July 2013. http://edis.ifas.ufl.edu/fy1370 https://ojs.test.flvc.org/edis/article/view/121112
spellingShingle Brenda C. Williams
Diann Douglas
Martie Gillen
Lynda Spence
Women and Money: Unique Issues – Selecting Your Financial Professional Team
EDIS
title Women and Money: Unique Issues – Selecting Your Financial Professional Team
title_full Women and Money: Unique Issues – Selecting Your Financial Professional Team
title_fullStr Women and Money: Unique Issues – Selecting Your Financial Professional Team
title_full_unstemmed Women and Money: Unique Issues – Selecting Your Financial Professional Team
title_short Women and Money: Unique Issues – Selecting Your Financial Professional Team
title_sort women and money unique issues selecting your financial professional team
url https://ojs.test.flvc.org/edis/article/view/121112
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