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I would also add, do they claim to be experts on estate planning, and then send you to LegalZoom or some trust mill attorney to save money?

Lastly, what is the planner’s principal source of income? Do they sell products to you from third parties like life insurance and investments companies from which they are paid commissions? Or do they make a living primarily from the financial planning fees you pay?

Source: 3 tips for finding a great financial planner

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