Five Steps to Finding a Financial Advisor You Can Trust: What Questions to Ask, When to Ask Them, Why They're So Critical for a Worry-Free Retirement

by Randy L Thurman

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Book cover for Five Steps to Finding a Financial Advisor You Can Trust

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You’ve worked hard and planned carefully so that one day you can retire comfortably.
That time has finally arrived. So why doesn’t it feel as carefree as you imagined? After building your retirement account, it’s time to take money out and use it for everyday expenses — and that requires an entirely new approach to financial planning. You have lots of questions.

This book is a step-by-step guide to the answers you need to let go of your concerns. The key is to enlist the help of a financial professional with the experience to understand your needs now that you’ve retired.

Learn which questions to ask and what answers to expect from an advisor with the specialized knowledge to help you enjoy the worry-free retirement you deserve, so can make your golden years the most meaningful and rewarding years of your life.

  • ISBN10 1642253219
  • ISBN13 9781642253214
  • Publish Date 31 August 2023
  • Publish Status Active
  • Publish Country US
  • Imprint Advantage Media Group
  • Format Hardcover
  • Pages 172
  • Language English