How do I find a financial advisor?

STEP 1: MAKE SURE YOUR PRIORITIES ARE ALIGNED
There are many important decisions to make when preparing for retirement — you want to be sure you and your financial advisor are on the same page. Search for trustworthy professionals who focus on providing strategies and services that may help you become more confident in your retirement income strategies. The right experienced professionals can provide the guidance and solid judgment needed to help you achieve your future financial goals.

STEP 2: ASK QUESTIONS
Is the advisor you’re considering telling you things that sound too good to be true? Don’t be afraid to investigate and ask difficult questions.

STEP 3: UNDERSTAND THE FEES YOU MAY BE PAYING
As a consumer, you deserve to understand how your financial advisor is compensated, and any  associated costs and fees. Why? Because you shouldn’t pay for more than you’re getting in return, plain and simple.

STEP 4: APPROACH ONLINE RESOURCES WITH CAUTION
We’ve already reminded you to ask tough questions of your potential advisors, and there should be no exception to this rule when it comes to scrutinizing Internet research. Today, it is not uncommon for retirees to jump online to do research. Online resources can provide you some background information, but a team of trustworthy professionals who are independently recognized for their work in financial services can help you more directly when you have questions specific to your situation.

STEP 5: DEMAND PROOF!
There’s nothing worse than getting sold a bad idea. Slick talk can be very persuasive, but it may have negative financial consequences. When seeking professional advice, we recommend that you assess just how experienced your potential advisor is. How that person answers the following questions can help give you a good idea of his or her qualifications and passion for his or her work.

STEP 6: GET A SECOND OPINION
Everyone deserves a second opinion, and you can’t obtain a second opinion from the person who gave you the first. We’re committed to the financial success and confidence of each and every client we serve. We invite you to come meet us if you’d like to feel more comfortable and confident about your own future. If you are concerned that your current financial advisor may not be the right person for you anymore, then we hope you will come see us. Our services can help you feel more confident in your retirement income strategies.

More Commonly Asked Questions

To succeed in retirement, it is important to fully understand your current situation and work with a financial planning firm that will make sure your assets are properly invested and managed.

How much risk should I be taking during retirement?

Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

Learn More

Will I run out of money?

Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

Learn More

How do I leave a legacy?

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

Learn More

How do I know when to retire?

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

Learn More

How do I develop an income plan?

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

Learn More

How do I find a financial advisor?

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

Learn More

Wealth Accumulation


Learn More

Asset Protection


Learn More

Tax Minimization Strategies


Learn More

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

Privacy Policy | Terms of Use

Investment advisory services are offered through Brookstone Capital Management LLC, an SEC Registered Investment Adviser. Legacy Capital Planners, LLC is independent of Brookstone Capital Management, LLC.