Questions to Ask Your Financial Advisor is a practical, easy-to-use guide designed to help individuals and families ask better, deeper questions about retirement planning, taxes, investments, estate planning, healthcare, and legacy decisions. It serves as a conversation framework you can bring to an advisor meeting to ensure you receive clear, transparent guidance—not sales pitches.
This guide empowers you to:
Evaluate the competence and credibility of a financial advisor
Understand what questions truly matter for retirement and estate planning
Make confident decisions with clear, informed expectations
It helps ensure your advisor is not just managing investments—but supporting your long-term goals, your family, and your legacy.
Questions to Ask Your Financial Advisor is a practical, easy-to-use guide designed to help individuals and families ask better, deeper questions about retirement planning, taxes, investments, estate planning, healthcare, and legacy decisions. It serves as a conversation framework you can bring to an advisor meeting to ensure you receive clear, transparent guidance—not sales pitches.
This guide empowers you to:
Evaluate the competence and credibility of a financial advisor
Understand what questions truly matter for retirement and estate planning
Make confident decisions with clear, informed expectations
It helps ensure your advisor is not just managing investments—but supporting your long-term goals, your family, and your legacy.