S&P's Financial Focus

Using a Financial Planner

Financial planners are people who are trained to offer financial help and advice. They may have credentials, such as Certified Financial Planner (CFP) or Chartered financial consultant (ChFC). You will need to investigate financial planners to find the one who is right for you.

Make a List Use the following information to make a chart of services offered by a financial planner. Add to the list as you gain more knowledge of financial planners.

Help you assess your current financial situation

Discuss your financial goals

Recommend investment opportunities

Provide, and discuss with you, a written plan for your financial future

Help you keep track of your financial goals and progress toward those goals

Guide you to other financial experts and services as called for

Standard and Poor’s publishes the globally recognized S&P 500® financial index and provides credit ratings. It also gathers financial statistics, information, and news, and analyzes this data to help individuals, companies, and governments make financial decisions. Go to www.standardandpoors.com to learn more about this company.