(844) 786-8229 [email protected]

How to find and vet a financial advisor for financial planning

If you want an advisor to help you plan your financial future and assist in financial planning, you need to know what to look for. Even if you can’t tell a QFP from an RIA, this article will help you learn the ABC’s of the financial planning world.
Learn more

Ready to get your life insurance quote?

You're a few minutes away from great life insurance

Get your quote

How much life insurance do you need?

Figure out your action plan with our needs calculator

Calculate needs

8 people share their top personal finance tips for financial planning

Personal stories about building wealth can reveal more than simple facts. We’ve compiled a few here.
Learn more

How do I start investing for financial planning?

Make your money work for you instead of just letting it sit around around with this quick starter guide.
Learn more


Thanks for reading, and have a great day.

If you need a little help, here’s a cat that loves sliding across the floor.

About the writer

Headshot of Eric Lindholm, a life insurance writer, for Quotacy, Inc. New Year's Resolution

Eric Lindholm

Communications Coordinator

Eric started in Quotacy's sales department, but moved to marketing after helping hundreds of people through their life insurance buying journey. Aside from writing about buying life insurance, he also edits Quotacy's monthly newsletter, runs our YouTube channel and produces Real Life, our podcast. Eric lives in Minneapolis, where his coworkers are trying to convince him to take his humor into the spotlight. Connect with him on LinkedIn.