Iristamp

Bullet-titleResource Center



What Questions Should be Asked when Interviewing an Advisor?

01.17.2012

A critical component of preparing for a secure retirement is the advice and counsel of a financial advisor. In seeking your financial advisor you should have a clear picture of the person's training, experience, objectivity, and potential conflicts of interest. The following checklist, which you should print out, which provides you with the questions you should ask in selecting the right person.

Download PDF Version


<< Return to previous page

© 2012 Insured Retirement Institute All Rights Reserved.