Start with your life, then the numbers
Bring an estimate of your spending, the timing of your retirement, and the income sources you expect. An advisor can help you explore the trade-offs together. An introductory conversation should clarify the service you need before you commit.
Compare the relationship
Ask who will be your primary contact, how often you will meet, and whether tax or estate coordination is included. Request a written fee schedule, including investment expenses and any separate planning charges.
Local means more than an office address
Our directory shows published office locations. Confirm the specific office, meeting arrangements, current registration, and whether the advisor is accepting new clients.
Take these questions into the conversation.
- How would we turn my savings into a retirement income plan?
- How do you coordinate investments, taxes, and healthcare costs?
- What is included in your ongoing fee?
Educational discussion prompts, not personalized financial, tax, or legal advice. Confirm your choices with appropriately qualified professionals.