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.