5 Attributes to Look for in a Financial Planner

When it comes to building a secure financial future, planning is key. Even in the here-and-now, simply having a plan can help our money work much harder for us. And yet, according to CNBC, at least three-quarters of Americans are operating with no plan for their money whatsoever, basically leaving their financial future to fate. Nearly three in ten of us don’t even have money saved for an emergency.

Here’s the good news: Making a plan is easier and more painless than most people think, especially with the help of an experienced financial planner. If you’ve been thinking about taking steps toward a more secure financial future for yourself and your family, let’s discuss important traits to look for in a financial planner.

Create, Grow and Protect Wealth

Financial planning isn’t just about making your money go farther—it’s about helping your money grow. Look for a financial planner who can show you how to use your money to make money, enabling wealth to build over time.

- Advertisement -

Personal Relationship

Let’s be honest: Money is personal. For that reason, you should only entrust your financial planning to someone with whom you have built rapport and trust. You want to feel like your financial planner is a friend, someone you could call day or night with a question, concern or idea about how to grow your wealth. When vetting a possible planner, pay attention to how they respond to you. Do they listen to your goals and needs? Do they answer your questions thoroughly? Do they take an interest in you and your family?

Standing left to right: Leo Strine, Gary Ulrich, Jr.,  Joseph Biloon, Robert Pennartz, Joseph Blair Seated left to right: Robert Griesemer, Emily Woodson

Professionalism with a Personal Touch

We naturally expect financial planners to be specialists, consummate professionals in their field. But when it comes to your money, your family and your future, the last thing you want is a set of cookie-cutter solutions. An excellent financial planner will also have a personal touch, strategizing with you to create tailor-made solutions designed around your family’s needs, your goals and your unique situation.


Why do we want to save money? For most of us, it isn’t as much about the money itself as how it benefits our families. A sound financial plan won’t just help you prepare for retirement—it can help you put your kids through college, care for your parents in their old age, and ensure your children receive their inheritance in a way that does them the most good.

A Multi-Generational Approach

A sound financial strategy will do much more than create a “nest egg” or help fund your retirement. Careful planning can help you secure a future for your children, grandchildren, and even great-grandchildren. A good financial planner will help you think beyond just the short-term goals, setting up your wealth to last for generations to come.

Whether you’re just starting out in life or whether you’re facing retirement age with an uncertain future, it’s never too early or too late to start making a plan. The professionals at Financial House will work with you to help create a sound financial strategy designed to help you reach your goals. For more information, call us today at (302) 654-5451.

- Partner Content -

Registered associates of Financial House are registered representatives offering securities and advisory services through Lincoln Financial Securities Corporation, Member SIPC. Branch Office:  5818 Kennett Pike, Wilmington, DE 19807. Lincoln Financial Securities and Financial House are not affiliated. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. LFS-2888291-010220

financialhouse.com • Facebook • LinkedIn

*What’s this? This content is made possible by our sponsor. It is not written by and does not necessarily reflect the attitude, views, or opinions of the Delaware Today editorial staff.

Our Excellence in Nursing Awards event takes place on May 9!

Our Best of Delaware Elimination Ballot is open through February 22!

Holiday flash sale ... subscribe and save 50%

Limited time offer. New subscribers only.