Financial Planner/Advisor

Financial advisors and planners can be very helpful as you manage the cost of cancer care, and it’s very important to find a qualified professional. 

You may want to ask: 
  • About the professional’s credentials. Three common credentials in this profession are CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), and PFS (Personal Financial Specialist). 
  • Whether the professional has experience working with individuals with cancer. 
  • The number of years of experience of the professional. 
  • What issues the professional sees as most important in your situation. What financial planning process would the professional recommend in your situation? 
  • Is the person you’re considering familiar with all aspects of medical coverage, disability benefits, life insurance, accelerated benefits, viatical settlements and reverse mortgages? 
  • Is he or she familiar with the employee rights of cancer patients? 
  • How are the financial advisor’s or planner’s fees determined? Does he or she charge a flat fee, receive a commission from the sale of financial products, or both?

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