Try: Finding a way to pay for all of the services that care giving requires should be one of the first plans that you will put into place how do you and the care recipient decide on which financial advisor to employ the following questions may help you make a decision what services are provided retirement planning cash management and budgeting estate planning insurance planning investment monitoring and planning tax advice and preparation how long have they been in business what is the age range of their clients what is their primary expertise what credentials do they have do you feel comfortable in their presence do they simply give advice or do they sell the individual products as well who will handle the account – the advisor only or multiple employees what are the fees for services ask for this in writing an hourly charge a flat fee for services a commission how often do they review any changes in the tax laws how often will they review your investment plans can they provide a cost estimate can they list some sample investment plans that they have put together for clients with similar requests and situations call the national association of securities dealers inc 800-289-9999 or the securities and exchange commission at 202-942-8088 to make sure that the potential candidate is a registered investment advisor information references adapted from www elderissues com and www caregiverslibrary org

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*This information is listed as a Fact Sheet and is not explicitly medically licensed