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Questions to Ask Your Advisor

Considering working with a financial advisor?

You may be considering help from a financial advisor for a number of reasons as you prepare for retirement. Whether it’s deciding to buy a new home, considering different types of insurance to protect your nest egg or simply not having the time or expertise to get your finances in order, working with a financial advisor can be a helpful step in securing your financial future.

You’ve worked hard to save your money and you want someone you can trust to handle it. That’s why it’s important to interview and evaluate several financial advisors to find one that’s right for you. You will want to select a competent, qualified professional with whom you feel comfortable, one whose business style suits your financial planning needs.

Questions to Ask When Choosing a Financial Advisor for
Retirement Planning

  • What experience/qualifications do you have?
  • What types of investments or products can you recommend?
  • What services do you offer?
  • What is your approach to retirement planning?
  • Will you be the only person working with me?
  • How will I pay for your services?
  • How much do you typically charge?
  • Could anyone besides me benefit from your recommendations?
  • Can I have it in writing?

Ready to talk? Call a SecurePathSM by Transamerica financial advisor today at
866-300-0028 or contact us online.