Prince William County Financial Planner

If you need a Prince William County financial planner, it can be hard to know where to look.  Everyone knows how important (and difficult) financial planning has become in today's economy.  So, you really need to shop around and talk to at least several different people before picking your personal financial planner.

You may be comfortable taking risks with our money and investments or you might prefer save, conservative investments. So, you'll want to discuss with your potential financial adviser what his or her investment philosophy is.

It's good if your advisor is a a Certified Financial Planner (CFP) and has significant experience in the field. Many experts say "Independent Financial Planner's" are the best bet for reasons discussed at selecting a financial planner. Of course, always ask for, and check, references.

Tax time is another issue all together and some (CFP's) will point you to an accountant with access to professional online accounting software as a great money saving resource to help get a handle complicated tax on capital gains issues. Even if you have an accountant do your taxes, running them through CFP first will probably alert you to issues to remind your accountant about, and also inform you of what documents to bring to your accountant. Thus saving you time and money in the long run. Usually.

Speaking of which, here are some links to information about particular Financial Planners in Prince William County, Virginia. We welcome your reviews, opinions and experiences with these adviser's or others. Please post them using the form below.


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Our business name is Morelli Financial Group 3182 Golansky Blvd., Ste. 201 Woodbridge 22192 Our website: Morelli Financial Group . Contact: …

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