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How to Vet a Financial Adviser in 2019

How to Vet a Financial Adviser in 2019

by Jim Collier | Dec 27, 2018 | Retirement Planning Industry

Everyone arrives at a time in life when he or she must decide who, if anyone, will assist with the critically important work of transforming retirement lifestyle dreams and goals into reality. What initially begins in early working years as a...
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Disclosure

Jim Collier and RetirED LLC are not affiliated with any broker dealer, registered investment adviser (RIA), insurance company, or investment firm. This site does not endorse any products or investments, makes no solicitations to sell such products nor offers any guarantees.

The information on this site is believed to be accurate. However, Jim Collier and RetirED LLC make no warranties or guarantees as to the absolute accuracy of information.

The primary purpose of this website and RetirEd LLC is to provide impartial education to help people retire more confidently.

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Jim Collier currently holds the following professional designations

Certified Financial Planner ™ The CFP designation is awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Individuals desiring to become a CFP professional must take extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement.

Chartered Retirement Planning Counselor SM or CRPC®
Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

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Read the Introduction

Introduction words go here.

The following are extra credit topics assigned as additional reading from the book “Retirement is Recess for Grown-Ups”.

Readers are encouraged to check back often as Extra Credit topics are added/up-dated frequently.

Topic (Click title to read full article)

Seven Cs Financial Adviser Profile Questionnaire
Asset Document Locator Worksheet
Asset Beneficiary Review
Medicare / Medicare Insurance Essentials
Getting an “A” in 401(k)
Creating A Million-Dollar Retirement Account
Roth 401(k) vs. Traditional 401(k)
Minor Child/Grandchild Retirement Savings
Reversal of Fortune- Sequence of Return Effect
Recent Long-Term Care Costs/Trends
What the Insurance Industry Doesn’t Tell You About Prescription Drug Costs
Retirement Income Strategy Comparisons

 



 

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