What to Expect When You Call a SecurePath by Transamerica Financial Advisor

What to Expect When You Speak to an Advisor

Call us at 866-248-9421

Monday - Thursday 7:00 a.m. to 7:00 p.m. CT
Friday 7:00 a.m. to 5:30 p.m. CT

Working With An Advisor

View this representation
of a typical conversation between a client and a SecurePath by Transamerica financial advisor to get a better idea of how we will work
with you.

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Where To Turn For Advice?

Viewing this movie will help you understand the differences in how various financial professionals work with consumers.

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Questions to Ask Your Advisor

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. Read on to learn more about the right questions to ask in your hunt for an advisor that fits your needs.

Questions to Ask an Advisor

Considering working with a financial advisor?

If you are trying to reach a financial goal — like saving for retirement, drawing an income for later in life or trying to build personal wealth — you should consider working with a professional financial advisor.

Financial advisors can remove the emotion and worry that many people feel about investing and can help an investor see and act upon opportunities that might be missed or ignored by an individual investor.

An advisor can help if:

You have a pending financial decision to make, a financial advisor can consult with you on the options available as well as the pros and cons of each option
You need information on various protection planning products such as long-term care, life or disability insurance
You need help determining a retirement income strategy
You need help determining an investment or retirement savings strategy

How to prepare for your call

Before the call

You don’t have to worry about prepping anything prior to calling our team of financial advisors. You can determine what direction the conversation takes. You can ask specific questions or just have a casual conversation about your needs. Or, let our financial advisors guide you through simple steps to determine the best plan to suit your needs.

During the call

Our advisors work with you one-on-one to develop a personalized plan specific to your needs. In your first consultation, we want to find out about you. When are you planning to retire? How do you envision living in retirement — will you have a second career, embark upon new family activities or volunteer? We will then help you quantify your goals and determine the next steps to recreate an income stream for yourself in retirement. You’ll leave the conversation with the groundwork already laid out for the next conversation; knowing exactly what we’re going to have done and what steps you’ll need to have completed.

After the call

Ultimately, everyone’s goals are different so everyone’s experience and action plan will be unique. Depending on your specific goals, your advisor may walk you through some questionnaires or simply progress with a financial analysis. These steps are necessary to ensure we’re providing you with the guidance you need to move forward. Throughout the process you are always in the drivers’ seat. We are here to provide you with information, education and assistance to help you reach your goals.

Why SecurePath^SM by Transamerica financial advisors?

Our advisors are obligated to work in your best interests. We provide a plan based on your unique retirement goals that can help you decide when to retire and how to live the retirement for which you’ve planned. We’ll continue to monitor your progress so you stay on track to and through retirement.

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