If you are approaching retirement or already retired and you are thinking about hiring a new financial advisor or changing financial advisors, the decision can be difficult. The sheer numbers of advisory firms, types of financial advisors, and marketing pitches you might receive is enough to overwhelm even the savvy investor. So, today we’ve compiled a list of 10 questions you should ask when interviewing a financial advisor. You should be confident in your decision and have a complete understanding of the financial advisor or firm that you hire. Your retirement could last 20, 30, or 40 years. That could be an extremely long relationship with the financial advisor you set your sights on. Try not to rush into your decision. It’s time to do your own due-diligence, and we’re here to help!
The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live: www.wtmj.com/listen-live
Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase any recommended insurance products. Advice and opinions expressed during Retirement Ready are solely that of the hosts or guests of Drake & Associates, LLC and not WTMJ Radio or Good Karma Brands Milwaukee, LLC.