On Topic

Selecting an Advisor

Knowledge is Power

When you're sitting across the desk from your financial planner, you need

Don't be afraid to ask us these or any other questions you feel need a full and open answer.

Recommended Strategies
  • How will this strategy help me reach my retirement goals?
  • What risks are associated with this strategy?
  • What will it cost me now, and in the future?
Recommended Investments
  • Why are you recommending this investment?
  • How does this investment fit with my retirement plan?
  • What will it cost me now, and in the future?
  • What is the performance record of this investment?
  • Who manages this investment? (applicable to products such as mutual funds)
  • Are you receiving fees for the sale of this product?
  • How much will be compensated?
  • Will this investment alter my asset allocation?
  • What risks are associated with this investment?