What Is A Retirement Plan Advisor?
0 POINTSContact Meview profileDavid RacichPROFountain Hills, ArizonaThis is not a certified industry title, but a retirement adviser is a seasoned financial consultant in the senior market. He has understanding and experience in Retirement Income, Social Security, Veterans Benefits, Medicare and Medicaid. The culmination of these areas is a holistic approach to the seniors, who are looking for a professional guide to escort them through their retirement years.Answered on July 3, 2013+01+1 this answer
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21750 POINTSview profileJim WinklerCEO/Owner, Winkler Financial Group, Houston, TexasThat is a great question! A retirement plan advisor is just exactly that - someone who helps you determine the plan for your retirement funding. You really want to be careful about the ones in your workplace, as many of them are paid to recommend specific mutual funds or plans by those fund companies. Always ask about the fees involved, and the expected returns. Check out your advisor as much as you can. Do your homework before you sign anything. If they seem more concerned with your money than with you, run. I hope that helps, Please contact me if you need more, okay? Thanks for asking!Answered on July 7, 2014flag this answer
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