Individuals & Families

A financial advisor can give you a holistic view of the process, help you plan and play an active part in your financial strategy. An advisor can give you a better understanding of how everything works — giving you more control over your money.

Finding the right fit

Choosing a good financial advisor isn’t always easy. You’ll want to do more than just take a recommendation from a friend or relative. Once you’ve found some prospects, you’ll need to conduct an interview. After all, you’re hiring this person to help you manage your future financial well-being. You’ll want to thoroughly understand the advisor’s approach to financial planning.

Ask questions like: Do you take a holistic view or focus on specific objectives? What are your qualifications and professional credentials? How are you compensated? Many financial professionals have an alphabet soup of letters behind their names. Like anything in life, you get what you pay for. 

Guidance is good

Your retirement consultant can take a look at your existing retirement accounts and your life insurance needs and help you come up with a plan that makes the most sense for you. If you’re on the right track, your consultant can help reaffirm your choices and make suggestions to further your options.

If you haven’t gotten that far, he or she can help you create an organized, thought-out plan. Most importantly, your consultant can help you gain an understanding of the entire process. And when you do, you’ll be able to make informed decisions about what to do with your money.