Financial security is an essential element of a successful retirement. Although many Americans don’t engage a professional to help them plan for retirement or manage household money, a growing number of them do, especially as their financial situations become more complicated and retirement comes into play. Financial advisors are not just for the wealthy, they work with people in all economic strata. And they can be of assistance with a variety of financial issues, especially for those in retirement. Many people choose to work with a financial advisor to develop a plan that will get and keep the financial aspects of their retirement under control and on track. Whether you are considering engaging an outside expert, or have already decided to engage one, the information on these pages will provide clarity and direction in helping you protect your financial assets.
10 yes/no questions to help you determine if this is a good direction for you
Do I want to improve the performance of my current financial assets?
Do I believe that by working with a financial professional I can improve my financial situation?
Do I know how to assess how much risk I am willing to take when it comes to managing my money?
Do I know the pros and cons of investing in various financial instruments?
Am I generally confident about my own ability to make financial decisions?
Do I think that a professionally designed financial plan would make me more money?
If I have a spouse/partner, do they know the details of my financial situation and how it may impact them?
Have I typically made money on investments that I made myself?
Do I anticipate a life change in the near future that might require professional financial advice?
Am I comfortable sharing my financial situation with an outside professional?
Here are questions and answers that address common issues and concerns for those interested in finding a financial advisor.