Warning: Getting a Second Opinion on a Financial Advisor May Have Saved This Woman’s Retirement
August 20, 2012“Interview at least three financial advisors in your area and then call me back for a second opinion on your top choices.” That was the guidance I gave to a woman who called our financial helpline. She is retiring in about six months and wants to have a relationship with a local financial advisor when she retires. We discussed what she was looking for, how to find someone, and what questions to ask, and I sent her a follow up resources that had the list of questions. We talked about choosing someone who has made a commitment to their industry by earning a CFP® or ChFC® designation or a masters degree in financial planning. After giving her some links on how to search for a planner (click here) and some questions to ask (click here for the resource), she set out to find one. Continue reading “Warning: Getting a Second Opinion on a Financial Advisor May Have Saved This Woman’s Retirement”