Helping Grandma Avoid Shady Money Managers

(813)781-8040 | holly@hollydonaldson.com

Post published:February 12, 2011
Post author:Holly Donaldson
Post category:Personal Finance

Know anyone who might be a potential victim of incompetent, unethical or illegal financial planning practices?

Many people, especially the elderly, turn to financial advisors to guide them to the best choices for their financial situations. Not all of these professionals, however, really have the client’s best interests in mind. The Federal Citizen Information Center, run by the federal government, recently added this CFP Board publication, Consumer Guide to Financial Self-Defense, to its catalog.

Learn to recognize the unscrupulous ones and protect yourself, friends, and family from their pitches. The catalog can be found at: http://www.pueblo.gsa.gov.

Holly Donaldson

Holly Donaldson, CFP® has an advice-only, hourly and fee-for-service financial planning practice. She is the author of The Mindful Money Mentality: How to Find Balance in Your Financial Future (Porchview Publishing, 2013) and publisher of the award-winning monthly e-letter, "The View From the Porch." With a fully virtual practice in Seminole, Florida, Holly primarily serves clients located in the Tampa, St. Petersburg, and Clearwater areas. Holly will also work with clients who are a good fit located elsewhere in the United States except Texas.

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Even people who are "good with money" can have trouble making money decisions. “As I always tell my clients: there are no right or wrong money decisions; there are only money decisions which are right or wrong for you. Holly's book is an excellent guide and tool to help you get clear about what is most meaningful and right for you.” Jennifer Lazarus, CFP®

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