10 Essential Questions Retirees MUST Address With Their Advisor...

1. What are you currently doing in preparation for your financial future?

2. What do you like most about your financial situation?

3. What don't you like about your current financial position?

4. As you reassess your planning process, what kinds of improvements are you looking to make?

5. Describe the ideal financial professional or financial strategy?

6. What has been your past experience with preparing for you financial future?

7. What, ideally, would you like to accomplish with your financial strategy?

8. What other family members need to be involved or consulted in the decision-making process?

9. Where does leaving a financial legacy for future generations rank in your list of priorities?

10. What, if anything, keeps you up at night?