FIND THE RIGHT FINANCIAL ADVISOR FOR YOU:
How to Identify a Proactive, Accountable Retirement Planning Partner
Free Downloadable Guide
With dozens of options available, all seemingly the same, the search for a financial advisor can seem daunting. This 16-page guide can help you determine whether a prospective (or current) advisor offers the comprehensive service you need and attentive client care you deserve.
WHAT’S INCLUDED IN YOUR DOWNLOAD:
The Value of an Effective Advisor
Retirement planning today is about so much more than managing money. Learn how the right financial advisor can help you define your values, reach your goals, and prepare for the road ahead.
21 Empowering Questions
Don’t know what to ask? We’ve identified a selection of tough-but-fair questions to help you get a deeper understanding of an advisor’s experience, service, and what it’s like to work with them.
A Confident Start
Know what you’re looking for and how to find it before you even schedule your first consultation.
ABOUT ALLEN HARRIS
Allen Harris has helped hundreds of clients build steadily toward retirement success. Navigating both calm and stormy waters for more than two decades, he continues confronting the bears and running with the bulls as a veteran of the dot-com bubble, the Great Recession, and the longest market expansion on record. Allen’s career also includes the founding of a highly successful financial newsletter and work at Smith Barney (now Morgan Stanley). He is the co-founder and Chief Investment Officer of a boutique advisory firm.
Find the Right Financial Advisor for You is adapted from Don’t Run Out of Money in Retirement: How to Increase Income, Avoid Taxes, and Keep More of What is Yours by Allen Harris.
