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Our "Expert Response" Process

Responses to "Ask Our Expert" submissions are developed by one or more volunteers of the Financial Planning Association of Southeastern Wisconsin and are reviewed, edited, and approved, prior to issuance, by a committee of at least three FPA-SW members who are experienced Certified Financial Planner^TM certificants.  But even experts can disagree at times due to differences in philosophy.  If the committee members do not unanimously approve a particular response, the question is referred to one or more members of the Board of Directors of the Financial Planning Association of Southern Wisconsin, who will determine the appropriate response to the submitter.  We endeavor to provide a response to every question submitted.  Questions we feel are of interest to a broad range of people are published here.

Disclaimer
"Ask Our Experts" is intended as a medium to reply to frequently asked financial questions and to provide answers which are appropriate for most consumers.  We make every effort to ensure that responses are technically accurate, but we cannot guarantee such accuracy.  We attempt to provide responses that are appropriate to the circumstances of the person submitting the question, but we cannot guarantee our response will be appropriate because the Q&A format precludes responders from gaining personal insight into the submitter's circumstances and other factors that influence advice rendered in a financial planning relationship.  Similarly, you should not assume that a response to a given question will be appropriate in your situation, because your individual circumstances may differ from those of the person who submitted the question.  You are always urged to seek the advice of a qualified professional who is aware of the details of your personal situation prior to making any important financial decisions.

CFP®, CERTIFIED FINANCIAL PLANNERTM, and  are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.