How to Choose a Retirement Advisor
According to the Bureau of Labor Statistics (2016 data), there are over 270,000 financial advisors in the US. That number alone can be overwhelming. As we discussed in previous posts, each has their own custom approach and set of services they provide to clients.
Retirement is confusing enough.
Now I need to choose from 270,000 “financial advisors”?
Now if you’re reading this post… it’s clear… you want to move past the confusion and you want help with your retirement planning and investment management.
Good news. Help is near.
Because you know, there are questions you’ll want to answer and things you’ll have to do before you confidently retire.
So yeah John, I do/may want help so help me out here… you just told me there are 270,000 advisors in the US…
How do I know what type of advisor to hire as I prepare for retirement?
Great question, that’s why I created this report on How To Choose a Retirement Advisor.
I’ve narrowed it down to three types of advisors to help you in retirement.
Then, I give you the 5 Key Questions you need to ask yourself about an advisor before you start working with them.
I’ve also included my critical warning signs that you shouldn’t work with a particular advisor.
So, if you’re asking yourself questions about your retirement like…
- When can I afford to retire?
- When should I take social security?
- Should I pay off my house?
- What do I do with my 401k/IRA in retirement?
…then you should be talking to an advisor about your retirement.
This guide is your first step in choosing the right expert to help you answer those questions and let you retire with confidence.
Please Note: Speak to your tax, legal or financial advisor for specific advice about your particular plans and situation.
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John R. Bubello is an investment advisor representative of and offers investment advisory services through Compass Retirement, LLC, a registered investment adviser offering advisory services in the State of Connecticut, State of Florida and other jurisdictions where registered or exempted.