About the author: Chris Abts is the President & founder of Cornerstone Retirement Group based in Reno, NV. He has helped hundreds of clients prepare for retirement through his proprietary planning process. Abts is also a best-selling author and TV show host. Learn more about Chris.
This article was originally posted on Kiplinger
Choosing a financial professional can be a daunting task.
Most advisers I know say they actually prefer it when prospective clients check out several candidates before making a decision. It’s one of the best ways to find a good fit.
But you can’t make an apples-to-apples comparison if you just sit and listen to a bunch of pitches. Make it an interview. Ask a lot of questions. And ask the same questions every time.
Then you can measure the pluses and minuses of each person and what they can do for you.
Obviously trust, integrity and transparency are important qualities you want to focus on. But how do you drill down to that level at a first meeting?
Here are a few questions to get you started…
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Based in Reno, NV, Cornerstone Retirement Group is for individuals and families looking to create and grow wealth, protect and preserve their life savings, and plan for the distribution of their estate in a tax-efficient manner through a tailored strategy. Schedule a time to discuss your retirement goals with us.