Who will I be talking to?
Your retirement advisor handles the free Zoom consultation. I'll call first to confirm it.
The fair worry
Before you talk about your savings, you want to know who's listening. I'll point you to their name and background before you meet.
The answer
Your booking names the advisor you'll meet. The research page has advisor profiles and links to public records. Start there so you know who's on the other side of the Zoom.
I'll handle the phone call to confirm your meeting. I'm not licensed to say what fits you. Your advisor handles the annuity consultation, with your income, bills, and savings on the table.
The advisors mostly offer annuities and other insurance products. If you buy one, the insurance company usually pays your advisor a commission.
At your consultation
Bring your main question to that advisor. You'll see how your numbers fit together before choosing whether to take another step.
More questions on this topic
- 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.
- 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.