Choosing the right financial advisor is one of the most important decisions you’ll make for your retirement and long-term financial future. The right advisor should understand clients like you, stay current with regulations, be transparent about compensation, and communicate in ways that meet your needs.

A great advisor will guide you through:

• Income planning and retirement projections
• Risk assessment and portfolio stress testing
• Tax-efficient strategies and estate planning
• Insurance and RMD evaluations
• Clear disclosure of fees and costs

Want the full checklist of questions to ask and areas to evaluate? Download the guide now to feel more confident in your retirement plan and advisor choice.