Why Hire A Retirement Plan Consultant?

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May 26, 2013

David Racich

Retirement is more critical than ever. There are a myriad of options. But first you have to establish your financial profile and risk tolerance as a saver or investor. Secondly, you need to establish the planning goals. Once you’ve done your homework, then it’s time to start the financial adviser interview. The first characteristic is to only interview advisers who are life insurance, annuity and security licensed so you have access to a variety of products. You want an adviser with experience and a good reputation in your community. Third party referrals are necessary. The adviser should have basic knowledge of taxation, social security and Medicare.

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