I already have someone. Why talk to another retirement advisor?
You don't have to replace someone you trust. Bring one retirement question you'd like a second view on.
The fair worry
If you've built a good working relationship, I wouldn't ask you to throw it away. Starting over can feel like work you don't need.
The answer
So start with the part you still want to sort out. Maybe it's what you can spend each month. Maybe it's keeping savings within reach or what your spouse would have.
Your advisor will look at that question using your own numbers. Then you can compare the answer with the help you already have.
The advisors here mostly offer annuities and other insurance products. That tells you what kinds of options may come up. Hearing them doesn't require you to switch advisors.
At your consultation
Use the free Zoom consultation to put that open question on the table. Keep the help you trust and compare what you learn.
More questions on this topic
- I've been pushed before. What if that happens again?You can stop the conversation, ask for more time, or say no. Call or text me if anything feels off: (646) 684-5544.
- Should my spouse be there?Your spouse is welcome. You can also come alone or bring someone you trust.
- Who will I be talking to?Your retirement advisor handles the free Zoom consultation. I'll call first to confirm it.