How to Choose the Best Financial Planner in Sonoma County

When it comes to your financial well-being, it is vital to choose the right financial planner. A few professional and reliable financial planners include Montgomery Taylor Wealth Management, Linkenheimer, LLP, Tim Mayclin, CPA, Nicholas L. Stameroff, CPA, and Pisenti & Brinker, LLP. Financial advisors or planners help people decide how they should manage their money and reach their financial goals. Therefore, it is quite an intimate relationship, and that is exactly why you need to make sure to pick the best financial planner in Santa Rosa. Before choosing one, it is important to note that financial planning is not one-size-fits-all and that there are various types of financial planners, so you need to figure out which is best for your needs and goals.

Choosing the Best Financial Planner for You

Sonoma County has a number of top financial planners but, needless to say, some are better than others. To ensure that you pick the best one, you should keep a few key tips in mind while you go through the selection process.

  • Choose a Type of Planner: The first thing you need to do is narrow down the financial field because, as mentioned earlier, there are different types of financial planners. You will find 3 basic types based on how they are paid: fee-based, fee-only, and commission-based. Find out which type of planner will work best for you, and then choose from among the top-rated ones in that category.
  • Figure Out the Services You Want: If all you need is help selecting and managing investments, one of the most streamlined, cost-efficient choices is a robo-advisor. This is also a good choice for beginners as robo-advisors have no or low account minimums. However, if your financial situation is complicated or you want holistic advice on insurance needs, estate planning, and other such topics, a human financial planner is best. Montgomery Taylor Wealth Management offers a world-class integrated financial planning service with tailored solutions to meet your changing financial needs.
  • Check Qualifications and Standards: As mentioned earlier, there are several excellent financial planners in Sonoma County, but before you choose one of them, you must check out the record of the planner or company you are considering. Montgomery Taylor is a Certified Financial Planner, Certified Public Accountant, Registered Investment Advisor, and Certified IRA Distribution Specialist. These qualifications show that the company will provide you with the highest standards in multiple facets of financial services.